Crystal Cox, financial advisor Madison WI

Crystal Cox

CRD Number: 5933394
Current Firm: Wealthspire Advisors

Crystal Cox (CRD# 5933394) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 11 years of experience in the finance industry. Crystal Cox has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealthspire Advisors Madison, WI Apr 2017 - Current 6
Wealthspire Capital, LLC Madison, WI Apr 2017 - Jun 2020 3
Wells Fargo Clearing Services, LLC Stoughton, WI Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors, LLC Stoughton, WI Oct 2014 - Nov 2016 2
Ubs Financial Services Inc. Wayzata, MN May 2011 - Oct 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Crystal J. Cox
Phone Number: (212) 973-1200
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    16,826
    MILLIONS
  • Total Number of Accounts
    7,920
    ACCOUNTS
  • Average Account Value
    $2,124,514
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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