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RIA / WealthAdvisorCertified Financial Planner23 years in industry

KYLE WILLIAM CRAWFORD

Advisor at THE FIDUCIARY ALLIANCE

LAGRANGE, GA | GREENVILLE, SC

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Search this name across graphsid dfx:ria:e7821151-a47c-d90e-8d3c-3299a4ab6c30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 26, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: THE FIDUCIARY ALLIANCE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 26, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: May 19, 2003
First registration: Feb 26, 2003
Dual registered: no
IAPD individual key: 4565459

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
THE FIDUCIARY ALLIANCE	Independent wealth	Nov 13, 2024	n/a	yes	LAGRANGE, GA\|GREENVILLE, SC	Current employment
BISON WEALTH, LLC	Former SEC adviser	Jan 2, 2014	Oct 7, 2024	no	LAGRANGE, GA\|ATLANTA, GA\|LaGrange, GA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jan 30, 2014	no	LA GRANGE, GA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 2, 2006	Jun 1, 2009	no	LA GRANGE, GA	Previous registration
SYNOVUS SECURITIES, INC.	Bd affiliated wealth	Feb 26, 2003	Apr 28, 2006	no	LAGRANGE, GA\|LAGRANGE, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BISON WEALTH, LLC	THE FIDUCIARY ALLIANCE	Oct 7, 2024	Nov 13, 2024	37	Firm change	RIA to RIA
MORGAN STANLEY	BISON WEALTH, LLC	Jan 30, 2014	Jan 2, 2014	-28	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
SYNOVUS SECURITIES, INC.	CITIGROUP GLOBAL MARKETS INC.	Apr 28, 2006	May 2, 2006	4	Firm change	Other

Relationships

Registered with (5)

→ THE FIDUCIARY ALLIANCERegistered adviserregistration: current employment
Nov 13, 2024 to presentfactForm ADV
→ BISON WEALTH, LLCRegistered adviserregistration: previous registration
Jan 2, 2014 to Oct 7, 2024factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jan 30, 2014factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 2, 2006 to Jun 1, 2009factForm ADV
→ SYNOVUS SECURITIES, INC.Registered adviserregistration: previous registration
Feb 26, 2003 to Apr 28, 2006factForm ADV

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
Kyle William Crawford left Bison Wealth, Llc for The Fiduciary Alliance (registered 2024-11-13)
Form ADVobserved 6 days ago