Taylor G. Harwood
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Graham Harwood's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2015
Experience
January 21, 2021 - Present
CRANE CAPITAL MANAGEMENT LLC
Office #1: 4154 Shoreline Drive Suite 220, Spring Park, MN 55384June 23, 2017 - October 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 14, 2017 - October 9, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/21/2021)
Exams
Current Firm
CRANE CAPITAL MANAGEMENT LLC
CRD#: 310157 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 23,947,566 |
Red Flags
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