Heidi Crawford has been an investment adviser representative at Bell Investment Advisors since June 2014, and is not listed among the firm’s executive officers or direct owners. Heidi Crawford studied at the University of Arizona.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
Heidi Crawford is Financial Advisor of Bell Investment Advisors and a member of its leadership team, Investment Committee and Financial Planning team. She helped develop the firm's Socially Responsible investment strategy. Earlier she was an Investment Advisor at J.D. Mellberg Financial, where she specialized in retirement income planning.
Heidi Crawford’s longest registration is the current one, 12 years at Bell Investment Advisors since 2014. Before joining Bell Investment Advisors in 2014, Heidi Crawford was registered through Secure Investment Management, LLC.
- Bell Investment Advisors IncCurrent– present · 12 yearsOrinda, CA · Adviser representative · Firm CRD 108383
- Secure Investment Management, LLC– · under a yearTucson, AZ · Adviser representative · Firm CRD 141195
Investment adviser representative registrations
Heidi Crawford is registered as an investment adviser representative in California, since June 2014.
- CaliforniaSince 2 June 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 February 2012 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Heidi Anne Crawford
- CRD
- 5976276
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bellinvest.com
Where does Heidi Crawford work?
Heidi Crawford is an investment adviser representative registered through Bell Investment Advisors Inc since June 2014, and is not listed among the firm’s executive officers or direct owners.
Is Heidi Crawford a financial advisor?
Yes. Heidi Crawford has a current investment-adviser registration in California, through Bell Investment Advisors since June 2014.
How many years of experience does Heidi Crawford have?
Heidi Crawford has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Heidi Crawford passed?
Heidi Crawford passed the Series 65 in February 2012.
Where did Heidi Crawford work before Bell Investment Advisors?
Before Bell Investment Advisors, Heidi Crawford was registered through Secure Investment Management, LLC, March 2012 to November 2012.
Where is Heidi Crawford based?
Heidi Crawford’s registered office is in Orinda, CA.
Is Heidi Crawford registered with FINRA?
No. Heidi Crawford has no current broker registration.
How can I verify Heidi Crawford’s record?
Search CRD 5976276 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heidi Crawford’s full registration record.
