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Member · Blueprint Financial Advisors

Daniel J. Crawford

CRD 7896465 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Blueprint Financial Advisors, an SEC-registered wealth manager based in Charlotte, NC with $1.4 billion in regulatory assets, lists Daniel J. Crawford on its Form ADV as Member. The SEC filings also name Daniel at 1 other registered adviser.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.