Morell Crane has been an investment adviser representative at Montz Harcus Wealth Management since October 2020, and is not listed among the firm’s executive officers or direct owners. Morell Crane holds a B.S. in Business with a minor in Personal Investing from Louisiana State University.
Montz Harcus Wealth Management LLC is a New Orleans, LA firm with $876M under management, 687 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Spencer Crane is Financial Advisor of Montz Harcus Wealth Management. He joined the firm in 2020 and has over 10 years of experience in the financial services industry. He previously worked at Morgan Stanley and Merrill Lynch in their Wealth Management department.
Morell Crane’s longest registration is the current one, 6 years at Montz Harcus Wealth Management since 2020. Before joining Montz Harcus Wealth Management in 2020, Morell Crane was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley.
- – present · 6 yearsNew Orleans, LA · Adviser representative · Firm CRD 301963
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsNew Orleans, LA · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 1 yearWashington, DC · Adviser representative · Firm CRD 149777
Professional designations
Listed by Montz Harcus Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Morell Crane is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2020; the most recent is Texas, in March 2024.
- LouisianaSince 14 October 2020
- TexasResidentSince 4 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 October 2016 |
| Series 7 | General Securities Representative Examination | 7 April 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Morell S Crane
- CRD
- 6027482
- Firm
- Montz Harcus Wealth Management · CRD 301963
- Office
- 610 CITY PARK AVENUE, New Orleans, LA 70119
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- montzharcus.com
Where does Morell Crane work?
Morell Crane is an investment adviser representative registered through Montz Harcus Wealth Management LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Morell Crane a financial advisor?
Yes. Morell Crane has a current investment-adviser registration in Louisiana and Texas, through Montz Harcus Wealth Management since October 2020.
How many years of experience does Morell Crane have?
Morell Crane has 10 years in the financial industry, since May 2016, across 3 adviser firms.
What exams has Morell Crane passed?
Morell Crane has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2016. FINRA credited Morell Crane with the SIE, which began in October 2018.
Where did Morell Crane work before Montz Harcus Wealth Management?
Before Montz Harcus Wealth Management, Morell Crane was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2018 to October 2020; Morgan Stanley, October 2016 to March 2018.
Where is Morell Crane based?
Morell Crane’s registered office is in New Orleans, LA.
Is Morell Crane registered with FINRA?
No. Morell Crane has no current broker registration.
Is Morell Crane a CFP?
Montz Harcus Wealth Management lists Morell Crane with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Morell Crane’s record?
Search CRD 6027482 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Morell Crane’s full registration record.
