Keith Scott Crabtree
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (11)
- Series 99TOSIESeries 31Series 7Series 6Series 10Series 9Series 27Series 24Series 65Series 63
- Registered states (27)
- Alabama · California · Delaware · Florida · Georgia · Idaho · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Nebraska · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Virgin Islands · Virginia · Washington · West Virginia
- Years in the industry (source record)
- 30
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
-
First Clearing, LLCSt. Louis, MO · BC capacityApr 24, 2015 → May 23, 2016
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Morgan StanleyPittsburgh, PA · IA capacityJun 1, 2009 → Mar 26, 2015
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Morgan StanleyPittsburgh, PA · BC capacityJun 1, 2009 → Mar 26, 2015
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Morgan Stanley & Co. IncorporatedPittsburg, PA · IA capacityJul 1, 2008 → Jun 1, 2009
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Morgan Stanley & Co. IncorporatedPittsburg, PA · BC capacityApr 2, 2007 → Jun 1, 2009
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Morgan Stanley Dw Inc.Pittsburg, PA · BC capacitySep 26, 2003 → Apr 2, 2007
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Dreyfus Investment Services Company, LLCPittsburgh, PA · BC capacityOct 3, 1995 → Jul 17, 2002
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Ids Life Insurance CompanyMinneapolis, MN · BC capacitySep 9, 1993 → Dec 3, 1993
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American Express Financial Advisors Inc.Minneapolis, MN · BC capacitySep 9, 1993 → Dec 3, 1993
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First Investors CorporationEdison, NJ · BC capacityNov 3, 1989 → Feb 21, 1990
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.