Morell S Crane

$876M regulatory AUM 20 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

610 City Park Avenue, New Orleans, LA 70119 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-03-04
LA	RA	APPROVED	2020-10-14

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	Washington	DC	06/2014	03/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New Orleans	LA	03/2018	10/2020
Bank Of America, N.A.	New Orleans	LA	04/2018	10/2020
Montz Harcus Wealth Management	New Orleans	LA	10/2020	Present

06/2014 → 03/2018

Morgan Stanley

Washington, DC
03/2018 → 10/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Orleans, LA
04/2018 → 10/2020

Bank Of America, N.A.

New Orleans, LA
10/2020 → Present

Montz Harcus Wealth Management

New Orleans, LA

2018-04-04 → 2020-10-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New Orleans, LA
2016-10-13 → 2018-03-05

Morgan Stanley

New Orleans, LA

Washington, DC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-10-13

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