Kyle Crystal, financial advisor Colorado Springs CO

Kyle Crystal

CRD Number: 5040779
Current Firm: Crystal Capital Advisors, LLC

Kyle Crystal (CRD# 5040779) is an Investment Advisor Representative working at Crystal Capital Advisors, LLC in Colorado Springs, CO and has over 17 years of experience in the finance industry.

Similar Advisors
Russell Adelmann, financial advisor Colorado Springs CO
Russell B. Adelmann
CRD# 2202065
Adelmann Financial, Inc.
Similar Advisors
Andrew Adrian, financial advisor Colorado Springs CO
Andrew A. Adrian
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
Similar Advisors
Brandon Akers, financial advisor Colorado Springs CO
Brandon Akers
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
Company Name Location Dates Years
Eastborough Capital, LLC Wilton, CT May 2020 - Current 3
Lakeshore Technical Analysis, LLC Colorado Springs, CO Jul 2014 - Current 9
Crystal Capital Advisors, LLC Colorado Springs, CO Sep 2005 - Current 18
Lightcurve Capital, LLC South Salem, NY Apr 2015 - Aug 2017 2
Cc Global Advisers, LLC New York, NY Oct 2012 - Jun 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Kyle B. Crystal
Phone Number: 719-685-3666
Registered State(s):
  • CO
  • CT
  • TX
Current Firm Details
Crystal Capital Advisors, LLC
Firm's CRD Number: 137445
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,033,604
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CO, CT, TX

Ready to hire a financial advisor? Get competitive proposals from Kyle Crystal and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.