Allison M. Crate
Investment adviser representative at Mayflower Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mayflower AdvisorsJan 2022 to now
- Mayflower Financial Advisors, LLCJan 2022 to now
- Derby and Company Inc.Jun 2015 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
Mayflower Advisors
Legal name: Mayflower Financial Advisors, LLC
$5.8BAssets managed
1,225Clients
27Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4046693
- Firm CRD
- 307857