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RC

Randy Boris Crath

STILLPOINT CAPITAL
TAMPA, FL
·CRD# 6281509·12 years experience

Professional Summary

Randy Boris Crath is a registered financial advisor currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida. Randy is registered as a RR (Registered Representative) and started their career in finance in 2014. Randy has worked at 3 firms and has passed the Series 63, SIE, Series 79 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

STILLPOINT CAPITAL, LLC·CRD# 133146
BD
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609
March 18, 2021 - Present
EVERCORE GROUP L.L.C.·CRD# 42405
BD
Houston, TX
June 10, 2014 - January 28, 2021
SCOTIA CAPITAL (USA) INC.·CRD# 2739
BD
Houston, TX
February 21, 2014 - March 11, 2014

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Current Firm

SC
STILLPOINT CAPITAL, LLC

FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES

CRD#: 133146 / SEC#: 8-66688
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Mailing Address

4830 West Kennedy Blvd Suite 600, Tampa, FL 33609

Phone Number

(813) 891-9100

Established

Florida since 04/19/2004

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AMY C. CROSS, P.A.OWNER—
BOLTON, RYAN LEEPRESIDENT & CCO6872016
CAMPBELL, ROBERT NMNFINOP, PFO & POO1349154
FOLEY, AMY CCEO, DESIGNATED PRINCIPAL, EXECUTIVE REP.4485658

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(3/18/2021)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Feb 2014About the Series 79 exam

Series 24 — General Securities Principal Examination

Passed Aug 2015About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Randy Boris Crath's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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RC
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