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CA

Chrystalle H. Anstett

MOELIS & COMPANY LLC
New York, NY 10022
Some features on this profile are disabled
CRD#: 4192868
CA

Professional summary

Chrystalle Hannon Anstett, CFA, who also goes by Chrystalle Hannon Anstett, Eileen Chrystalle Anstett, Chrystalle Hannon, E. Chrystalle Hannon, E. Chrystalle Hannon, Eileen Chrystalle Hannon, is a registered financial professional currently at MOELIS & COMPANY LLC located in New York, New York.

Chrystalle is registered as a RR (Registered Representative) and started their career in finance in 2007. Chrystalle has worked at 4 firms and has passed the Series 63, SIE, Series 31, Series 3, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Chrystalle Hannon Anstett | Eileen Chrystalle Anstett | Chrystalle Hannon | E. Chrystalle Hannon | E. Chrystalle Hannon | Eileen Chrystalle Hannon

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) - BD

Click below to view Chrystalle Hannon Anstett's CRS (Customer Relationship Summary).
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®
CFA

Chartered Financial Analyst

Experience

Current

July 24, 2023 - Present

MOELIS & COMPANY LLC

Office #1: 399 Park Avenue 4th Floor, New York, NY 10022
BD
CRD#: 145115
New York, NY
Past

March 29, 2018 - January 24, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ROWAYTON, CT
Past

March 12, 2010 - March 29, 2018

EATON PARTNERS, LLC

BD
CRD#: 31170
ROWAYTON, CT
Past

December 21, 2007 - April 2, 2008

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/18/2024)
RR
Alaska
(1/18/2024)
RR
Arizona
(1/18/2024)
RR
Arkansas
(1/18/2024)
RR
California
(1/18/2024)
RR
Colorado
(1/18/2024)
RR
Connecticut
(1/18/2024)
RR
Delaware
(1/18/2024)
RR
District of Columbia
(1/18/2024)
RR
Florida
(1/18/2024)
RR
Georgia
(1/18/2024)
RR
Hawaii
(1/18/2024)
RR
Idaho
(1/18/2024)
RR
Illinois
(1/18/2024)
RR
Indiana
(1/18/2024)
RR
Iowa
(1/18/2024)
RR
Kansas
(1/18/2024)
RR
Kentucky
(1/18/2024)
RR
Louisiana
(1/18/2024)
RR
Maine
(1/18/2024)
RR
Maryland
(1/18/2024)
RR
Massachusetts
(1/18/2024)
RR
Michigan
(1/18/2024)
RR
Minnesota
(1/18/2024)
RR
Mississippi
(1/18/2024)
RR
Missouri
(1/18/2024)
RR
Montana
(1/18/2024)
RR
Nebraska
(1/18/2024)
RR
Nevada
(1/18/2024)
RR
New Hampshire
(1/18/2024)
RR
New Jersey
(1/18/2024)
RR
New Mexico
(1/18/2024)
RR
New York
(7/24/2023)
RR
North Carolina
(1/18/2024)
RR
North Dakota
(1/18/2024)
RR
Ohio
(1/19/2024)
RR
Oklahoma
(1/18/2024)
RR
Oregon
(1/18/2024)
RR
Pennsylvania
(1/18/2024)
RR
Puerto Rico
(1/18/2024)
RR
Rhode Island
(1/18/2024)
RR
South Carolina
(1/18/2024)
RR
South Dakota
(1/18/2024)
RR
Tennessee
(1/18/2024)
RR
Texas
(1/18/2024)
RR
Utah
(1/18/2024)
RR
Vermont
(1/18/2024)
RR
Virginia
(1/18/2024)
RR
Washington
(1/18/2024)
RR
West Virginia
(1/18/2024)
RR
Wisconsin
(1/18/2024)
RR
Wyoming
(1/18/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/8/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/20/2012
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 3
Date: 4/11/2009
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/19/2007
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/30/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

M&
MOELIS & COMPANY LLC
MOELIS | MOELIS & COMPANY LLC | MOELIS & COMPANY

CRD#: 145115 / SEC#: , 8-67705

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
399 Park Avenue 4th Floor, New York, NY 10022
Mailing Address
399 Park Avenue 4th Floor, New York, NY 10022
Phone number
(212) 883-3800
Established
Delaware since 06/12/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MOELIS & COMPANY GROUP LPPARENT COMPANY
CALLESANO, CHRIS PETERCFO, PRINCIPAL OPERATIONS OFFICER AND PRINCIPAL FINANCIAL OFFICER4889259
MAHMOODZADEGAN, NAVID ALICHIEF EXECUTIVE OFFICER2609804
MOELIS, KENNETH DAVIDEXECUTIVE CHAIRMAN1015047
PILCHER CIAFONE, KATHERINE CELYCHIEF OPERATING OFFICER4573006
RAICH, JEFFREY ALANEXECUTIVE VICE CHAIRMAN2016620
WATANABE, OSAMU RICHARDCHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER2875185

Disclosures

Regulatory Event1

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

MOELIS & COMPANY LLC

CRD#: 145115New York, NY 10022

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