A CRD number is the unique ID that the Central Registration Depository assigns to every registered financial professional and firm in the US.
The CRD number follows a person across firms, so it is the reliable way to look someone up even if they share a common name. Regulator sites use it to show registrations, employment history, exams, and any disciplinary disclosures.
Wellspent member profiles show the advisor's CRD number and link to their SEC record.
How to check
Enter the CRD number on the SEC's Investment Adviser Public Disclosure site or FINRA BrokerCheck.
Sources
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