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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $133,167
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Creedon
CRD#: 2951761
Brookhaven, NY
96
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.