Short answer
A CRD number is the unique identifier FINRA's Central Registration Depository assigns to every registered broker-dealer firm and registered individual. Firms use CRD numbers to look up registrations and disciplinary history, and as a reliable matching key for advisor and representative data.
CRD Number explained
CRD numbers appear on FINRA BrokerCheck and the SEC's Investment Adviser Public Disclosure site. In a CRM, storing a CRD number on contact and account records makes it easier to deduplicate advisors, match enriched data from providers, and track representatives who move between firms.
Because names and emails change, the CRD number is often the most stable identifier for financial professionals.
How Vantage Point helps: we use CRD numbers as matching keys in data enrichment and deduplication for firms that sell to or recruit advisors.
Frequently asked questions
Where can I look up a CRD number?
On FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure website.
Do investment advisers have CRD numbers?
Yes. Investment adviser firms and representatives registered through the IARD system also receive CRD numbers.