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Marjorie Kelly Scanlon

Crawford Investment Counsel Inc

Atlanta, GA

CRD 2557485

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Employer firm

Crawford Investment Counsel Inc CRD 110271

$9.14B regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Crawford Investment Counsel Inc

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-06-15
  • GA RA
    APPROVED
    Since 2023-06-15

Branch Locations

600 Galleria Parkway, Se Suite 1650, Atlanta, GA 30339 • 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
Cornerstone Investment Partners, Llc Atlanta GA 01/2015 08/2017
Edge Advisors, Llc Atlanta GA 08/2017 07/2018
Edge Capital Group, Llc Atlanta GA 08/2018 05/2019
Berman Capital Advisors, Llc Atlanta GA 03/2021 04/2021
Unemployed Atlanta GA 06/2019 02/2021
Bravaldo Capital Advisors Atlanta GA 09/2021 04/2023
Crawford Investment Counsel, Inc Atlanta GA 04/2023 Present
Unemployed Atlanta GA 05/2021 08/2021
  • 01/2015 → 08/2017
    Atlanta, GA
  • 08/2017 → 07/2018
    Edge Advisors, Llc
    Atlanta, GA
  • 08/2018 → 05/2019
    Edge Capital Group, Llc
    Atlanta, GA
  • 03/2021 → 04/2021
    Berman Capital Advisors, Llc
    Atlanta, GA
  • 06/2019 → 02/2021
    Unemployed
    Atlanta, GA
  • 09/2021 → 04/2023
    Bravaldo Capital Advisors
    Atlanta, GA
  • 04/2023 → Present
    Atlanta, GA
  • 05/2021 → 08/2021
    Unemployed
    Atlanta, GA
Previous Registrations
  • 2021-03-25 → 2021-04-21
    Berman Capital Advisors, Llc
    Atlanta, GA
  • 2018-09-19 → 2019-05-16
    Edge Capital Group, Llc
    Atlanta, GA
  • 2017-08-29 → 2018-08-16
    Edge Advisors, Llc
    Atlanta, GA
  • 2015-06-03 → 2017-10-26
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-21
S63 Uniform Securities Agent State Law Examination 1995-12-11
  • S65 Uniform Investment Adviser Law Examination
    2015-05-21
  • S63 Uniform Securities Agent State Law Examination
    1995-12-11
Other Names
  • Kelly Batcheller
  • Marjorie Kelly Batcheller

View on SEC IAPD

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