Broker Check

Awards & Achievements


Scott Crawford has been named a FIVE STAR WEALTH MANAGER by Delaware Today Magazine since 2010!

The overall evaluation score of a wealth manager reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance. For more information on the FIVE STAR Award and the research/selection methodology, click here.

In addition to being named as a FIVE STAR WEALTH MANAGER, Scott was named a member of the highly revered Million Dollar Round Table (MDRT)Ɨ  since 2011.

Ɨ  Being a member of the MDRT is not indicative of the applicant’s future performance or positive experience with you.

*The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:

1) Credentialed as an investment advisory representative (IAR) or a registered investment advisor;
2) Actively employed as a credentialed professional in the financial services industry for a minimum of five years;
3) Favorable regulatory and complaint history review;
4) Fulfilled their firm review based on internal firm standards;
5) Accepting new clients;
6) One-year client retention rate;
7) Five-year client retention rate;
8) Non-institutionalized discretionary and/or non-discretionary client assets administered;
9) Number of client households served;
10) Educational and professional designations.

Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner's future performance. 359 award candidates in the Delaware area were considered for the Five Star Wealth Manager Award; 145 (approximately 41 percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.”