Morell S Crane
Investment adviser representative at Montz Harcus Wealth Management
12 yearsExperience
2 statesRegistered in
$876.3MFirm assets
7 yearsFirm in business
Are you Morell S Crane? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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
12 years in the industry.
- Montz Harcus Wealth ManagementOct 2020 to now
- Bank of America, N.A.Apr 2018 to Oct 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Oct 2020
- Morgan StanleyJun 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Montz Harcus Wealth Management
Legal name: Montz Harcus Wealth Management LLC
$876.3MAssets managed
687Clients
6Advisers
7 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
- 6027482
- Firm CRD
- 301963