Stuart Crandall has been Director of Financial Planning, Wealth Advisor of Hutchinson Capital Management since May 2025, is not listed as a control person, but directly owns between 10% and 25% of the firm. Stuart Crandall holds a B.S. in Business Management from Arizona State University.
Hutchinson Capital Management is a San Rafael, CA firm with $942M under management, 296 clients and 5 advisers in one office, as of its March 2026 filing.
Stuart J. Crandall is Partner, Director of Financial Planning and Wealth Advisor of Hutchinson Capital Management. He joined the firm in 2016 and leads its Financial Planning Practice. Before joining, he was a Senior Financial Advisor with Moss Adams Wealth Advisors LLC, working with business owners, individuals and families on comprehensive financial planning and investment management, and earlier a Senior Financial Advisor at Merrill Lynch.
Stuart Crandall’s longest registration is the current one, 10 years at Hutchinson Capital Management since 2016. Before joining Hutchinson Capital Management in 2016, Stuart Crandall was registered through Moss Adams Wealth Advisors LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Moss Adams Wealth Advisors LLC– · 6 yearsBellevue, WA · Adviser representative · Firm CRD 108917
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 5 yearsSanta Rosa, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Hutchinson Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stuart Crandall is registered as an investment adviser representative in California, since April 2016.
- CaliforniaSince 25 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 October 2005 |
| Series 7 | General Securities Representative Examination | 20 September 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stuart James Crandall
- CRD
- 4991085
- Firm
- Hutchinson Capital Management · CRD 106158
- Role
- Director of Financial Planning, Wealth Advisor
- Office
- 1101 FIFTH AVENUE, SUITE 160, San Rafael, CA 94901
- Registration
- Investment adviser registration
- In the industry since
- October 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hcm-wealth.com
Where does Stuart Crandall work?
Stuart Crandall has been Director of Financial Planning, Wealth Advisor of Hutchinson Capital Management since May 2025.
Is Stuart Crandall a financial advisor?
Yes. Stuart Crandall has a current investment-adviser registration in California, through Hutchinson Capital Management since April 2016.
How many years of experience does Stuart Crandall have?
Stuart Crandall has 21 years in the financial industry, since October 2005, across 3 adviser firms.
What exams has Stuart Crandall passed?
Stuart Crandall has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2005. FINRA credited Stuart Crandall with the SIE, which began in October 2018.
Where did Stuart Crandall work before Hutchinson Capital Management?
Before Hutchinson Capital Management, Stuart Crandall was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2005 to April 2011.
Where is Stuart Crandall based?
Stuart Crandall’s registered office is in San Rafael, CA.
Is Stuart Crandall registered with FINRA?
No. Stuart Crandall has no current broker registration.
Is Stuart Crandall a CFP?
Hutchinson Capital Management lists Stuart Crandall with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stuart Crandall’s record?
Search CRD 4991085 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stuart Crandall’s full registration record.
