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  • Attorneys David Meyer and Matthew Wilson have been selected to the list of Super Lawyers since 2011 and 2015 respectively.

  • Attorney David Meyer is a member of the Million Dollar Advocates Forum, an organization recognizing attorneys who have secured million dollar cases.

  • Martindale-Hubbell® Peer Review Ratings™ has recognized attorney David Meyer as an AV Preeminent® attorney in High Ethical Standing.

  • Attorneys David Meyer and Matthew Wilson have received a 10 out of 10 “Superb” rating on Avvo, calculated based on stringent and exhaustive criteria.

  • Attorney David Meyerhas been selected to the list of the Best Lawyers in America® for Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs every year since 2011.

  • Attorney David Meyer was selected as the 2015 Lawyer of the Year for Professional Malpractice Law – Plaintiffs for Columbus, OH by Best Lawyers®.

  • Meyer Wilson was ranked as a Tier 1 Best Law Firm for both Mass Tort Litigation / Class Actions – Plaintiffs and Professional Malpractice Law – Plaintiffs by U.S. News.

What Is a Broker CRD Number?

CRD stands for Central Registration Depository, which is a database that holds information about brokers and brokerage firms. Every stockbroker (“registered representative”) licensed to sell securities in this country has what is a called a CRD number. Although the CRD report is not all inclusive—and can sometimes be incomplete—it does include certain information about:

  • Licensing
  • Registration
  • Professional background
  • Complaints
  • History
  • Disciplinary actions

Each broker and brokerage firm is required to disclose certain information during the licensing and registration process and is assigned a CRD number.

Why Do I Need a Broker's CRD Number?

We repeatedly recommend that individual investors do their research before handing over your life savings to an investment professional. Just a little extra time invested in research can go a long way toward reducing the chance that you will become a victim of investment fraud.

Not sure where to start? Keep in mind that a big part of that research is checking up on your broker or brokerage firm so that you know you are dealing with someone who is is properly registered and does not have a history of disciplinary actions or complaints. One of the best ways to do this is by obtaining your broker’s CRD number.

You can use a broker’s CRD number to:

  • Confirm whether a broker is registered in your state
  • Learn what licenses they possess
  • Find out if there are customer complaints against that representative or his or her brokerage firm
  • Find qualifications
  • Review employment information

How Do I Find Information with FINRA’s BrokerCheck?

  • Step 1: Go to FINRA’s BrokerCheck site.
  • Step 2: Click “Start Search.”
  • Step 3: Agree to the Terms & Conditions, and click “Continue.”
  • Step 4: Type in your broker’s CRD number or the name of your broker or brokerage firm, and click “Start Search.” You will probably be asked to enter some numbers or letters to verify that you are a human—this simply helps FINRA prevent unauthorized access.
  • Step 5: Locate your broker or firm in the search results, and click on his or her name.
  • Step 6: You’re done! You should now be able to view your broker’s name, CRD number, employment history, qualifications, disciplinary disclosures, etc.

Have more questions? Think you might have an investment claim? Contact us! We offer free and private consultations. Reach our investment fraud attorneys at (888) 390-6491.

Need More Information?

Investment misconduct can be complex and confusing. That’s why we’re here to help you. Visit our Common Questions page to find in depth answers directly from our attorneys. Get More Answers
Have You Been a Victim of Investment Fraud?

You trusted your financial advisor with your money, but now you're left wondering what went wrong. If you or a loved one suffered losses because of investment misconduct, Meyer Wilson can step in and fight to recover your losses. The team of investment fraud lawyers at the firm has been helping people like you since 1999 by winning judgments, settlements and verdicts worth hundreds of millions of dollars against brokerage firms, financial advisors and banks.

Get Help With Your Case Now

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