Morgan T. Crawford

HEADLAND CAPITAL

MT. PLEASANT, SC 29464

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CRD#: 6483087

Professional summary

Morgan T Crawford, CFP® is a registered financial advisor currently at HEADLAND CAPITAL located in Mt. Pleasant, South Carolina.

Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Morgan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan T Crawford's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

December 20, 2024 - Present

HEADLAND CAPITAL

Office #1: 300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464

RIA

CRD#: 332277

MT. PLEASANT, SC

Past

October 1, 2021 - December 18, 2024

MARYLAND FINANCIAL GROUP, INC.

RIA

CRD#: 122320

Mount Pleasant, SC

Past

April 16, 2018 - May 7, 2026

LPL FINANCIAL LLC

CRD#: 6413

MT. PLEASANT, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HEADLAND CAPITAL

BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC

CRD#: 332277 / SEC#: 801-130923

RIA

Registered Investment Advisory firm - (9/24/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(12/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/20/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/2018

General Securities Representative Examination

Current Firm

HEADLAND CAPITAL

BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC

CRD#: 332277 / SEC#: 801-130923

RIA

Registered Investment Advisory firm - (9/24/2024 Approved)

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Contact information

Main Address

300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464

Mailing Address

Phone number

(843) 388-4300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HEADLAND CAPITAL, LLC ADV PART 2A - 7.23.25 (7/24/2025)

Regulatory assets under management

Total Number of Accounts	1,509
AUM (Assets Under Management)	$ 403,025,177

Red Flags

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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Morgan T. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Morgan T Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEADLAND CAPITAL

MARYLAND FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

Primary Firm SEC Registration

HEADLAND CAPITAL

State Registrations and Notice Filings

Exams

Series 66

Date: 7/20/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/16/2018

Current Firm

HEADLAND CAPITAL

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HEADLAND CAPITAL

TRUST BUT VERIFY

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