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Chelsie Lee Crane

Advisory Services Network

Atlanta, GA

Newburgh, ME

CRD 7355786

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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2021-07-07
  • ME RA
    APPROVED
    Since 2021-07-07

Branch Locations

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Newburgh, ME • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aos 94 Dexter ME 08/2013 04/2018
Clear Path Financial Services Bangor ME 04/2018 01/2023
Advisory Services Network, Llc Atlanta GA 04/2021 Present
  • 08/2013 → 04/2018
    Aos 94
    Dexter, ME
  • 04/2018 → 01/2023
    Clear Path Financial Services
    Bangor, ME
  • 04/2021 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Other Businesses

1) Live Simple Blooms: Floral Design and Flower Farm; Owner since 04/2025; Number of Hours: 10 per month, none during trading hours. Investment Related: No 2) Crosswind Investment Management, PLLC: Owner, service company for advisory practice since 09/2024. Time spent: less than 1 hour per month, 0 during trading hours. Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-25
  • S65 Uniform Investment Adviser Law Examination
    2021-06-25

View on SEC IAPD

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