TH
Taylor G. Harwood
CRANE CAPITAL MANAGEMENT LLC
SPRING PARK, MN 55384
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CRD#: 6723263
TH
Professional summary
Taylor Graham Harwood, CFP®, who also goes by Taylor Harwood, is a registered financial advisor currently at CRANE CAPITAL MANAGEMENT LLC located in Spring Park, Minnesota.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Taylor has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor Harwood
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.
I*100879
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: PILLSBURY UNITED COMMUNITIES
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
MINNEAPOLIS, MINNESOTA 55411
NATURE OF BUSINESS: CHARITABLE ORGANIZATION,
POSITION, TITLE, ASSOCIATION: DIRECTOR,
START DATE OF RELATIONSHIP: 5/12/2016
NUMBER OF HOURS DEVOTED: 12 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: PUC'S STRATEGIC FRAMEWORK IS FOCUSED ON INVESTING IN ORGANIZATIONAL CAPACITY IN ORDER TO FURTHER ITS IMPACT. IT IS A PLAN TO DISRUPT OUR CURRENT THINKING, TO CHALLENGE CONVENTION AND TO ESTABLISH EVEN BOLDER GOALS BETTERING OUR COMMUNITY AS A WHOLE.
I*107623
For profit or not for profit: Non-Profit Organization
Name of outside business organization: Montessori Center of Minnesota
Investment related: N
Address of business:
St. Paul, Minnesota 55106
Nature of business: Charitable Organization,
Position, title, association: Director,
Start date of relationship: 8/15/2017
Number of hours devoted: 2 hour(s) Monthly
Number of hours devoted during trading hours: 0
Duties: The Montessori Center of Minnesota serves as a training center for those looking to teach in accordance with the Montessori philosophy. As a board member is will be tasked with ensuring the center stays on mission as it moves forward (cont in Notes)
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Graham Harwood's 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®
Start date: 2015
Experience
Current
January 21, 2021 - Present
CRANE CAPITAL MANAGEMENT LLC
Office #1: 4154 Shoreline Drive Suite 220, Spring Park, MN 55384RIA
CRD#: 310157
SPRING PARK, MN
Past
June 23, 2017 - October 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MINNEAPOLIS, MN
Past
March 14, 2017 - October 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MINNEAPOLIS, MN
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
Minnesota(1/21/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CRANE CAPITAL MANAGEMENT LLC
CRANE CAPITAL MANAGEMENT LLC
CRD#: 310157 / SEC#:
Minnesota
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Contact information
Main Address
4154 Shoreline Drive Suite 220, Spring Park, MN 55384
Mailing Address
Phone number
(952) 406-0114
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 23,947,566 |
Red Flags
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