Crystal Brook Advisors
Crystal Brook Advisors (CRD# 172315) is a financial advisory firm headquartered in , . They manage $4,660,844 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$133,167
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Peter Creedon (CRD# 2951761) is an Investment Advisor Representative working at Crystal Brook Advisors in Brookhaven, NY and has over 20 years of experience in the finance industry. Peter Creedon 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.