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
Crystal Brook Advisors
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts44ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Crystal Brook Advisors
1
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.
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