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Daniel P. Crawford

CRAWFORD WEALTH MANAGEMENT
MASSILLION, OH
Some features on this profile are disabled
CRD#: 6795382
DC

Professional summary

Daniel Paul Crawford, who also goes by Daniel Crawford, is a registered financial advisor currently at CRAWFORD WEALTH MANAGEMENT located in Massillion, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Crawford

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.
STAN HYWET HALL AND GARDENS - 714 NORTH PORTAGE PATH, AKRON, OH 44303 / BOARD MEMBER - MEMBER OF THE INVESTMENT COMMITTEE, DOES NOT EXERCISE INDIVIDUAL OVERSIGHT OF INVESTMENTS, WHICH VESTS WITH THE BOARD OF DIRECTORS. AS A MEMBER OF THE BOARD MR. CRAWFORD EXERCISES VOTING AUTHORITY OVER INVESTMENT SELECTIONS. / 6/2016 - PRESENT / 1 HOUR A MONTH POSSIBLY DURING MARKET HOURS THE PINEBROOK FOUNDATION - 1328 GYPSY HILL ROAD, GWYNEDD VALLEY, PA 19437/ BOARD MEMBER - MEMBER OF THE INVESTMENT COMMITTEE, DOES NOT EXERCISE INDIVIDUAL OVERSIGHT OF INVESTMENTS, WHICH VESTS WITH THE BOARD OF DIRECTORS. AS A MEMBER OF THE BOARD MR. CRAWFORD EXERCISES VOTING AUTHORITY OVER INVESTMENT SELECTIONS. / 1/1994 - PRESENT / 15 MINUTES A MONTH POSSIBLY DURING MARKET HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Paul Crawford'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®
None

Experience

Current

January 3, 2025 - Present

CRAWFORD WEALTH MANAGEMENT

RIA
CRD#: 332941
MASSILLION, OH
Past

May 12, 2017 - January 2, 2025

FNB WEALTH MANAGEMENT

RIA
CRD#: 109515
HERMITAGE, PA

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
Ohio
(1/6/2025)
IAR
Pennsylvania
(1/3/2025)

Exams

Current Firm

CW
CRAWFORD WEALTH MANAGEMENT
CRAWFORD WEALTH MANAGEMENT | CRAWFORD WEALTH MANAGEMENT, LLC

CRD#: 332941 / SEC#:

Ohio
Registered Investment Advisory firm - (1/3/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/3/2025 Approved)
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Contact information

Main Address
Massillion, OH
Mailing Address
Phone number
(412) 398-0808
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts29
AUM (Assets Under Management)$ 45,000,000

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.

Company Information

CRAWFORD WEALTH MANAGEMENT

CRD#: 332941Massillion, OH

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