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Peter Crabtree

Investment adviser representative at First Advisors National in Libertyville, IL

Investment adviser registrationUpdated

Peter Crabtree is an investment adviser representative at First Advisors National, LLC, an investment adviser managing $506M, and works from its Libertyville, IL office. Peter Crabtree has been registered through First Advisors National since 31 August 2021, has 13 years in the industry across 4 firms and has passed the Series 7 and Series 66.

13
Years in industry
5
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Peter Crabtree has been an investment adviser representative at First Advisors National since August 2021, and is not listed among the firm’s executive officers or direct owners.

First Advisors National, LLC is an Atlanta, GA firm with $506M under management, 4,858 clients and 64 advisers across 63 offices, as of its March 2026 filing.

Peter Crabtree’s longest registration was 5 years at Infinex Investments, Inc. (2014–2020). Before joining First Advisors National in 2021, Peter Crabtree was registered through Prosperity Economics Partners, LLC and Infinex Investments, Inc.

  1. – present · 5 years
    Libertyville, IL · Adviser representative · Firm CRD 166212
  2. Prosperity Economics Partners, LLC
    – · 1 year
    Mundelein, IL · Adviser representative · Firm CRD 148122
  3. Infinex Investments, Inc.
    – · 5 years
    Mundelein, IL · Adviser representative · Firm CRD 35371
  4. Money Concepts Advisory Service
    – · 1 year
    Libertyville, IL · Adviser representative · Firm CRD 12963

Credentials and registrations

Investment adviser representative registrations

Peter Crabtree is registered as an investment adviser representative in Illinois, since August 2021.

  • IllinoisSince 31 August 2021

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 6610 April 2013
Name
Uniform Combined State Law Examination
Series 720 March 2013
Name
General Securities Representative Examination

Key facts

Full name
Peter Michael Crabtree
CRD
6167414
Firm
First Advisors National · CRD 166212
Office
Libertyville, IL
Registration
Investment adviser registration
In the industry since
June 2013
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Peter Crabtree work?

Peter Crabtree is an investment adviser representative registered through First Advisors National, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Peter Crabtree a financial advisor?

Yes. Peter Crabtree has a current investment-adviser registration in Illinois, through First Advisors National since August 2021.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Peter Crabtree have?

Peter Crabtree has 13 years in the financial industry, since June 2013, across 4 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Peter Crabtree passed?

Peter Crabtree has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2013. FINRA credited Peter Crabtree with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where did Peter Crabtree work before First Advisors National?

Before First Advisors National, Peter Crabtree was registered through Prosperity Economics Partners, LLC, May 2020 to June 2021; Infinex Investments, Inc., August 2014 to May 2020; Money Concepts Advisory Service, April 2013 to August 2014.

Source: IAPD individual record, checked 24 October 2026

Where is Peter Crabtree based?

Peter Crabtree’s registered office is in Libertyville, IL.

Source: IAPD individual record, checked 24 October 2026

Is Peter Crabtree registered with FINRA?

No. Peter Crabtree has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Peter Crabtree’s record?

Search CRD 6167414 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Crabtree’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at First Advisors National

Sources

  1. IAPD individual record, CRD 6167414, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of First Advisors National, LLC, filed 30 March 2026. Executive officers and direct owners; this person is not among them.