Mackenzie ChrystalCRD Number: 6402326
Current Firm: Advantage Investment Management, LLC
Mackenzie Chrystal (CRD# 6402326) is an Investment Advisor Representative working at Advantage Investment Management, LLC in Hudson, OH and has over 2 years of experience in the finance industry.
Wealthcare Capital Management LLC
Arnett Carbis Toothman Wealth Advisors LLC
Stifel, Nicolaus & Company, Incorporated
|Advantage Investment Management LLC||Hudson, OH||Jun 2015 - Current||1|
|Onpointe Advisory And Financial Services, LLC||Petaluma, CA||Sep 2014 - Current||2|
|La Fabbrica Di Moffetta, LLC||Hudson, OH||Feb 2014 - Current||2|
|Gen3 Advisor Group, LLC||Canfield, OH||Feb 2014 - Current||2|
|Medallion Brokerage Ins. Agency||Boardman, OH||Feb 2011 - Feb 2014||3|
|Unemployed||New Springfield, OH||Jul 2011 - Dec 2011||< 1|
|Bemydd, LLC||Solon, OH||Aug 2010 - Jul 2011||< 1|
|Bill Chrystal Sales, LLC||New Springfield, OH||Mar 2009 - Aug 2010||1|
|Miami University||Oxford, OH||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management564MILLIONS
Total Number of Accounts3,956ACCOUNTS
Average Account Value$142,513
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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