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CRD#: 193
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for CROWELL, WEEDON & CO. Comes From
Understanding the Statistics for CROWELL, WEEDON & CO. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
19
Arbitration
9
FIRM INFORMATION
Established
California since 01/18/1932
Firm Type
Partnership
Fiscal year end
April
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| AMES, RALPH HERBERT | GENERAL PARTNER | 4399 | |
| BELLESILES, JACQUES ERNEST | GENERAL PARTNER | 17599 | |
| BLAND, DAVID LEE | GENERAL PARTNER | 1099854 | |
| CARLSON, RODNEY CHARLES | GENERAL PARTNER | 2285986 | |
| CHRISTOPHER, DOUGLAS ANDREA | GENERAL PARTNER | 1995432 | |
| COUNCIL, WILLIAM MICHAEL | GENERAL PARTNER | 848504 | |
| CRONK, JAMES LEE | GENERAL PARTNER/COO | 1104799 | |
| CROWELL, ANDREW EDWARD | GENERAL PARTNER/CEO | 1288101 | |
| CROWELL, DONALD WARREN JR | GENERAL PARTNER | 1320520 | |
| DOUD, CHARLES OREILLY | GENERAL PARTNER | 70836 | |
| DOUD, THOMAS JOSEPH | GENERAL PARTNER | 2758142 | |
| DOUGHERTY, JAMES WEAVER | GENERAL PARTNER | 1620921 | |
| DOYEL, DENNIS MICHAEL | GENERAL PARTNER | 1789529 | |
| FUNG, EDDIE SHU | GENERAL PARTNER | 2622816 | |
| GINSBERG, KLINDT EMIL | GENERAL PARTNER | 1846752 | |
| GRIFFIN, ALAN MILES | GENERAL PARTNER | 853835 | |
| GROSSMAN, ALAN JAY | GENERAL PARTNER | 1225441 | |
| HALES, JOHN MORRIS | GENERAL PARTNER | 233868 | |
| HARRIS, ROBERT CARROLL | GENERAL PARTNER | 1083781 | |
| HASSAN, ROBERT HARRIS | GENERAL PARTNER | 833059 | |
| HOOD, THOMAS JAMES | GENERAL PARTNER | 1297995 | |
| JACKSON, STEVEN CHARLES | GENERAL PARTNER | 1358825 | |
| KARANTONIS, ANTONIOS | GENERAL PARTNER / CFO | 2331154 | |
| KRUGER, JAMES ROY | GENERAL PARTNER/CHIEF COMPLIANCE OFFICER | 1171805 | |
| KURATOMI, LINDA KEIKO | GENERAL PARTNER | 1258198 | |
| MORITZ, THOMAS ANDREW | GENERAL PARTNER | 1864800 | |
| MULLIGAN, STEVEN JAMES | GENERAL PARTNER | 2372962 | |
| OLEARY, JOSEPH LENNON | GENERAL PARTNER | 2357537 | |
| PAULSON, THEODORE RUSSELL | GENERAL PARTNER | 358333 | |
| RAGAN, JAMES DARRELL | GENERAL PARTNER | 1513433 | |
| REITNOUER, JOHN FREDERICK | GENERAL PARTNER | 1796658 | |
| REITNOUER, LYNN PAUL | GENERAL PARTNER | 373927 | |
| ROBBINS, KENNETH WILLIAM | GENERAL PARTNER | 2588039 | |
| SWANSON, SCOTT MICHAEL | GENERAL PARTNER | 2198688 | |
| THOMAS, DANIEL SCOTT | GENERAL PARTNER | 2195656 | |
| TODD, BLAKE TRAMILL | GENERAL PARTNER | 702561 | |
| WEST, THOMAS WESLEY | GENERAL PARTNER | 1162385 |
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Advisor's working at CROWELL, WEEDON & CO.
MH
Matthew J Hudzina
RR
CRD#: 7665108
Location:
Alpharetta, GA 30005
Company:
MORGAN STANLEY
Disclosures:
Experience:
2 years
Diane E Finnerty
IAR
RR
CRD#: 2762263
Location:
New York, NY
Company:
MORGAN STANLEY
Disclosures:
Experience:
31 years
Lorenzo Lucas
RR
CRD#: 7567850
Location:
La Jolla, CA 92037
Company:
J.P. MORGAN SECURITIES LLC
Disclosures:
Experience:
3 years
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