Marjorie Kelly Scanlon
Investment Adviser Representative at Crawford Investment Counsel Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Marjorie Kelly Scanlon is an investment adviser representative with Crawford Investment Counsel Inc in Atlanta, GA, where they have been registered since 2023. They have worked in the securities industry since 2019 and have been registered with 5 firms, including Berman Capital Advisors, LLC and EDGE Capital Group, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 16
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cornerstone Investment Partners, LLCJan 2015 – Aug 2017Atlanta, GA
- Edge Advisors, LLCAug 2017 – Jul 2018Atlanta, GA
- Edge Capital Group, LLCAug 2018 – May 2019Atlanta, GA
- Berman Capital Advisors, LLCMar 2021 – Apr 2021Atlanta, GA
- UnemployedJun 2019 – Feb 2021Atlanta, GA
- Bravaldo Capital AdvisorsSep 2021 – Apr 2023Atlanta, GA
- Crawford Investment Counsel, IncApr 2023 – Aug 2026Atlanta, GA
- UnemployedMay 2021 – Aug 2021Atlanta, GA
- United Capital Financial Advisors, LLCAug 2026 – no end date reportedIrving, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Crawford Investment Counsel Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $2,000,000 (waivable)
- Balanced/Equity - First $3,000,0001.00%
- Balanced/Equity - Above $3,000,0000.50%
- Fixed Income - First $5,000,0000.40%
- Fixed Income - Next $5,000,0000.35%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 23
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Atlanta, GA
- SEC file number:
- 801-15563
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Crawford Investment Counsel Inc
Showing 12 of 23 in the directory
Similar advisors in Atlanta, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marjorie Kelly Scanlon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched