Mary Crawley

Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2023 → 12/2023
  Family Legacy Financial Solutions, Llc
  Cary, NC
• 04/2018 → 12/2022
  The Bowen Consulting Group
  Stafford, VA
• 01/2023 → 08/2023
  Zeiders Enterprises
  Woodbridge, VA
• 07/2014 → 03/2018
  Not Employed
  Alton, VA
• 01/2024 → Present
  Plancorp, Llc
  St Louis, MO
• 08/2023 → Present
  Magellan Federal
  Arlington, VA

Previous Registrations

• 2023-02-14 → 2023-12-15
  Family Legacy Financial Solutions, Llc
  Cary, NC

Other Businesses

Personal Financial Counselor for on-demand weekend events supporting the military community. Job not investment-related. Started Jan. 2023. Duties include providing education, counseling, and resources on personal finance issues such as budget planning, credit management, debt reduction, retirement, and estate planning. Referrals may not be made to any business entities for investment planning. Only work events as requested; expected 3 hours per month. No hours worked during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-06

Designations

• Certified Financial Planner
• Chartered Financial Consultant