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AA

Anna-marie E. Allander Lieb

CROWDSTREET CAPITAL LLC
NEW YORK, NY 10016
Some features on this profile are disabled
CRD#: 7476733
AA

Professional summary

Anna-marie Elisabeth Allander Lieb, who also goes by Anna-marie Elisabeth Allander, Anna-marie E Allander Lieb, is a registered financial professional currently at CROWDSTREET CAPITAL LLC located in New York, New York.

Anna-marie is registered as a RR (Registered Representative) and started their career in finance in 2022. Anna-marie has worked at 1 firm and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anna-Marie Elisabeth Allander | Anna-Marie E Allander Lieb

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) - BD

Click below to view Anna-marie Elisabeth Allander Lieb'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®
None

Experience

Current

May 2, 2022 - Present

CROWDSTREET CAPITAL LLC

Office #1: 10 East 40th Street Suite 1020, New York, NY 10016
BD
CRD#: 312762
NEW YORK, NY

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/29/2025)
RR
Washington
(6/16/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/12/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/28/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/31/2022
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/22/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/14/2022
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CC
CROWDSTREET CAPITAL LLC
CROWDSTREET CAPITAL LLC

CRD#: 312762 / SEC#: , 8-70724

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
10 East 40th Street Suite 1020, New York, NY 10016
Mailing Address
10 East 40th Street Suite 1020, New York, NY 10016
Phone number
(888) 432-7693
Established
Delaware since 04/03/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CROWDSTREET, INC.OWNER
BROWN, SCOTTFINOP6694802
HOWELL, KRISTEN LEIGHPRESIDENT
ROTH, STEPHANIE ANNECHIEF COMPLIANCE OFFICER5636965

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

CROWDSTREET CAPITAL LLC

CRD#: 312762New York, NY 10016

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