Crystal A. Hahn
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Crystal A Hahn, who also goes by Crystal Ann Gallegos, was a registered financial professional .
Crystal is a previously registered financial professional and started their career in finance in 2011. Crystal had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 20, 2018 - November 12, 2018
FULCRUM WEALTH MANAGEMENT
November 2, 2011 - August 18, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 3, 2011 - August 18, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
FULCRUM WEALTH MANAGEMENT
CRD#: 159099 / SEC#: 801-79524
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FULCRUM WEALTH MANAGEMENT
CRD#: 159099 / SEC#: 801-79524
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 741 |
| AUM (Assets Under Management) | $ 192,808,129 |
Red Flags
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