Marcus Crawshaw has been an investment adviser representative at The William Allan since February 2014, and is not listed among the firm’s executive officers or direct owners.
The William Allan Corporation is a Fort Collins, CO firm with $204M under management, 239 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Marcus Crawshaw is Chief Investment Officer of William Allan. He has been a principal with the firm since 2013, and in addition to managing client relationships his primary role is portfolio analyst and manager. Before William Allan, he founded the investment advisory firm The 56 Group in 2001, and he held analyst roles at TRW, Inc. and Booz Allen & Hamilton.
Marcus Crawshaw’s longest registration is the current one, 12 years at The William Allan since 2014. Before joining The William Allan in 2014, Marcus Crawshaw was registered through Fifty-Six Group.
- – present · 12 yearsLong Beach, CA · Adviser representative · Firm CRD 133147
- Fifty-Six Group– · 11 yearsLong Beach, CA · Adviser representative · Firm CRD 125674
Investment adviser representative registrations
Marcus Crawshaw is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2014; the most recent is Texas, in October 2022.
- CaliforniaSince 7 February 2014
- TexasResidentSince 24 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 December 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Marcus Brendan Crawshaw
- CRD
- 2803634
- Firm
- The William Allan · CRD 133147
- Office
- 100 OCEANGATE, SUITE 1200, Long Beach, CA 90802
- Registration
- Investment adviser registration
- In the industry since
- February 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- willallan.com
Where does Marcus Crawshaw work?
Marcus Crawshaw is an investment adviser representative registered through The William Allan Corporation since February 2014, and is not listed among the firm’s executive officers or direct owners.
Is Marcus Crawshaw a financial advisor?
Yes. Marcus Crawshaw has a current investment-adviser registration in California and Texas, through The William Allan since February 2014.
How many years of experience does Marcus Crawshaw have?
Marcus Crawshaw has 24 years in the financial industry, since February 2002, across 2 adviser firms.
What exams has Marcus Crawshaw passed?
Marcus Crawshaw passed the Series 65 in December 2000.
Where did Marcus Crawshaw work before The William Allan?
Before The William Allan, Marcus Crawshaw was registered through Fifty-Six Group, January 2002 to December 2013.
Where is Marcus Crawshaw based?
Marcus Crawshaw’s registered office is in Long Beach, CA.
Is Marcus Crawshaw registered with FINRA?
No. Marcus Crawshaw has no current broker registration.
How can I verify Marcus Crawshaw’s record?
Search CRD 2803634 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marcus Crawshaw’s full registration record.
