Michael
Crabb

Sfg Wealth Management

CRD#5426139
Investment Advisor
in Towson, MD

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About this Advisor

Michael Crabb is a financial advisor based in Towson, Maryland, working with Sfg Wealth Management. Michael has previously held positions at Lpl Financial, LLC and Sfg Wealth Management, LLC (formerly Synergy Financial Group, LLC). Michael has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Michael is part of Sfg Wealth Management, which operates out of Towson, Maryland. The firm has 2 offices and 16 employees. The firm manages assets totaling $556.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Sfg Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1104 Kenilworth Drive Suite 500
Towson, MD 21204

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Sfg Wealth Management Brokerage Details

Total Assets Under Management

$556,304,090

MD Average: $6,889,882,315
Total Number of Employees

16

MD Average: 45
Total Number of Accounts

1,806

MD Average: 765
Average Account Size

$308,031

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Crabb Work History

2016 - Present (8 years)

Sfg Wealth Management, LLC(Formerly:Synergy Financial Group,LLC)

2012 - Present (12 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Michael Crabb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sfg Wealth Management

Eric Hart
Towson, MD
Michael Crabb
Towson, MD
Kenneth Pegher
Towson, MD
Timothy Carne
Towson, MD
Adam Ariosa
Towson, MD
Faisal Magsi
Millersville, MD
William Swartz
Towson, MD
William Sokol
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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