Todd W. Crystal

CRYSTAL CAPITAL ADVISORS

Colorado Springs, CO

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CRD#: 1982857

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.

Todd Crystal is a minority owner of Eastborough Capital, LLC. The business is investment-related. Eastborough Capital, LLC is a Commodity Pool Operator registered with the CFTC and member of the NFA. The address of the business is 187 Danbury Rd., Suite 201, Wilton, CT 06897. The start date of the business is 5/18/20. Mr. Crystal is not actively involved in the operations of this business and spends zero hours per month devoted to the business.

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

CRD#: 37304

WILTON, CT

Past

April 21, 1992 - October 2, 1993

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

November 1, 1989 - December 31, 1991

NEUBERGER BERMAN BD LLC

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/6/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/24/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/21/1989

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 10,186,888

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.

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Todd W. Crystal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CRYSTAL CAPITAL ADVISORS, LLC

ARMSTRONG SHAW ASSOCIATES INC.

GREENWICH GLOBAL, LLC

ABN AMRO INCORPORATED

NEUBERGER BERMAN BD LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/1995

Series 63

Date: 1/24/1990

Series 7

Date: 10/21/1989

Current Firm

CRYSTAL CAPITAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRYSTAL CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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