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TC

Todd W. Crystal

CRYSTAL CAPITAL ADVISORS
Colorado Springs, CO
Some features on this profile are disabled
CRD#: 1982857
TC

Professional summary

Todd William Crystal is a registered financial advisor currently at CRYSTAL CAPITAL ADVISORS, LLC located in Colorado Springs, Colorado.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Todd has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd William Crystal's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 30, 2005 - Present

CRYSTAL CAPITAL ADVISORS, LLC

RIA
CRD#: 137445
Colorado Springs, CO
Past

February 5, 1997 - January 26, 2004

ARMSTRONG SHAW ASSOCIATES INC.

RIA
CRD#: 107957
NEW CANAAN, CT
Past

January 11, 1995 - November 25, 1996

GREENWICH GLOBAL, LLC

BD
CRD#: 37304
WILTON, CT
Past

April 21, 1992 - October 2, 1993

ABN AMRO INCORPORATED

BD
CRD#: 15776
STAMFORD, CT
Past

November 1, 1989 - December 31, 1991

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(11/30/2005)
IAR
Connecticut
(1/22/2020)
IAR
Texas
(12/8/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/6/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/24/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/21/1989
General Securities Representative Examination

Current Firm

CC
CRYSTAL CAPITAL ADVISORS, LLC
CRYSTAL CAPITAL ADVISORS, LLC | LAKESHORE TECHNICAL ANALYSIS, LLC

CRD#: 137445 / SEC#:

Colorado
Registered Investment Advisory firm - (11/29/2005 Approved)
Connecticut
Registered Investment Advisory firm - (1/22/2020 Approved)
Texas
Registered Investment Advisory firm - (10/27/2008 Conditional Restricted)
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Contact information

Main Address
Colorado Springs, CO
Mailing Address
Phone number
(719) 419-7117
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 11,389,774

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CRYSTAL CAPITAL ADVISORS, LLC

CRD#: 137445Colorado Springs, CO

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