Brett Arthur Cropsey
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Constantine Public SchoolsSep 2024 to now
- Raymond James Financial Services Advisors, Inc.May 2023 to now
- Oakleaf Financial ServicesMay 2023 to now
- Raymond James Financial Services, Inc.May 2023 to now
- Sturgis Bank & Trust CompanyMay 2023 to now
- Mwa Financial Services Inc.Sep 2011 to May 2023
- Modern Woodmen of AmericaJun 2011 to May 2023
- Western Michigan UniversityJan 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5982071
- Firm CRD
- 149018