Glen Crabtree has been an investment adviser representative at Symphony Financial Services since September 2026, and is not listed among the firm’s executive officers or direct owners.
Symphony Financial Services, Inc. is an Akron, OH firm with $429M under management, 641 clients and 7 advisers across 2 offices, as of its February 2026 filing.
- – present · under a yearAkron, OH · Adviser representative · Firm CRD 125058
Investment adviser representative registrations
Glen Crabtree is registered as an investment adviser representative in Ohio, since September 2026.
- OhioSince 18 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 January 2023 |
| SIE | Securities Industry Essentials Examination | 3 September 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Glen Thomas Crabtree
- CRD
- 7547984
- Firm
- Symphony Financial Services · CRD 125058
- Office
- 4100 EMBASSY PARKWAY, SUITE 100, Akron, OH 44333
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Glen Crabtree work?
Glen Crabtree is an investment adviser representative registered through Symphony Financial Services, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Glen Crabtree a financial advisor?
Yes. Glen Crabtree has a current investment-adviser registration in Ohio, through Symphony Financial Services since September 2026.
How many years of experience does Glen Crabtree have?
Glen Crabtree has 3 years in the financial industry, since January 2023, across 1 adviser firm.
What exams has Glen Crabtree passed?
Glen Crabtree has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in September 2022.
Where is Glen Crabtree based?
Glen Crabtree’s registered office is in Akron, OH.
Is Glen Crabtree registered with FINRA?
Yes. Glen Crabtree has a current broker registration, under CRD 7547984.
Source: FINRA BrokerCheck
How can I verify Glen Crabtree’s record?
Search CRD 7547984 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Glen Crabtree’s full registration record.