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Ted Butler Donaldson

Crews & Associates, Inc.

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About Ted Butler Donaldson

Ted Donaldson is a financial advisor with Crews & Associates, Inc., a firm based in Little Rock, AR. Ted has worked in the financial services industry since 1980 and has experience with B. RILEY FBR, INC., B. RILEY WEALTH MANAGEMENT, FTN FINANCIAL SECURITIES CORP, MORGAN KEEGAN & COMPANY, INC., and CARTY & COMPANY, INC. Ted is registered with FINRA and is also licensed to provide investment advice in 18 states. Ted's specializations include providing financial planning, portfolio management for individuals and businesses.

Firm Information

Ted Donaldson is currently registered with Crews & Associates, Inc.. Crews & Associates, Inc. is a Corporation formed in 1979 and headquartered in LITTLE ROCK, AR. They provide financial planning, portfolio management for individuals and businesses. The firm has a total of 112,401,625 in assets under management, of which 94,446,571 is discretionary. They have a total of 270 accounts, of which 45 are discretionary. The firm is registered with the SEC and in 51 states. Crews & Associates, Inc. has 12 licensed agents, 16 investment adviser representatives, and 16 registered representatives. They offer wrap fee programs and participate in other advisory services. They work with a wide range of clients, including individuals, businesses, charitable organizations, and insurance companies.
Crews & Associates, Inc.

521 PRESIDENT CLINTON AVENUE

LITTLE ROCK, AR 72201

$112.40M

Assets Under Management

Not reported

Total Clients

108

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ted Donaldson’s Registration & Firm History

TN

10/17/2019 - Present

Crews & Associates, Inc. (Memphis TN)

TN

05/07/2018 - 10/26/2018

B. RILEY FBR, INC. (Memphis TN)

TN

05/07/2018 - 10/26/2018

B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)

TN

05/19/1999 - 12/08/2017

FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)

TN

11/03/1982 - 02/25/1998

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NA

08/01/1977 - 10/20/1982

CARTY & COMPANY, INC.

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Licenses & Designations

BC

Issued 02/19/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1983

Series 7 - General Securities Representative Examination

BC

Issued 04/27/1979

Series 52 - Municipal Securities Representative Examination

BC

Issued 07/22/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ted Butler Donaldson.
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