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CE

Crystal N. Edwards

CETERA INVESTMENT ADVISERS LLC
JOHNSTON, IA 50131
Some features on this profile are disabled
CRD#: 4790820
CE

Professional summary

Crystal N Edwards, who also goes by Crystal Nichole Edwards, Crystal Nichole Mcclure, Crystal Nichole Russell, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Johnston, Iowa and CETERA WEALTH SERVICES, LLC located in Johnston, Iowa.

Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Crystal has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Crystal Nichole Edwards | Crystal Nichole Mcclure | Crystal Nichole Russell

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.
1. NAME OF OTHER BUSINESS: COMMUNITY STATE BANK DBA COMMUNITY FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANKING POSITION/TITLE/RELATIONSHIP: BUSINESS DEVELOPMENT OFFICER START DATE: 01/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: SOUTHLAWN CATERING COMPANY INVESTMENT RELATED: NO ADDRESS: 518 SW SOUTHLAWN DR ANKENY IA NATURE OF BUSINESS: CATERING POSITION/TITLE/RELATIONSHIP: CO-OWNER START DATE: 03/2016 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH BEHIND THE SCENE ORDERING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal N Edwards'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®
None

Experience

Current

June 29, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 6175 Merle Hay Rd, Johnston, IA 50131
RIA
CRD#: 105644
JOHNSTON, IA
Current

January 20, 2017 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 6175 Merle Hay Rd, Johnston, IA 50131
BD
CRD#: 13572
Johnston, IA
Past

January 23, 2017 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
Ankeny, IA
Past

October 10, 2013 - January 4, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DES MOINES, IA
Past

July 9, 2013 - January 4, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DES MOINES, IA
Past

May 11, 2012 - July 11, 2013

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
W DES MOINES, IA
Past

June 9, 2011 - July 11, 2013

CETERA ADVISORS LLC

BD
CRD#: 10299
WEST DES MOINES, IA
Past

June 9, 2011 - July 11, 2013

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WEST DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)

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.
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
Iowa
(1/24/2017)
IAR
Iowa
(6/29/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/8/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/8/2011
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS

CRD#: 105644 / SEC#: 801-20406

RIA
Registered Investment Advisory firm - (1/13/1984 Approved)
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Contact information

Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705

SEC notice filing (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report
11/18/2022
Cover Page
Report

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

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Johnston, IA 50131

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