Crystal Brook Advisors

Crystal Brook Advisors (CRD# 172315) is a financial advisory firm headquartered in , . They manage $11,672,063 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.instagram.com/crystalbrookadvisors/?hl=en
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $265,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Crystal Brook Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Peter Creedon, financial advisor Brookhaven NY
Peter J. Creedon
CRD#: 2951761
Brookhaven, NY

Peter Creedon (CRD# 2951761) is an Investment Advisor Representative working at Crystal Brook Advisors in Brookhaven, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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