AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MB

Mark T. Bonds

CRYSTAL COVE ASSET MANAGEMENT
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 4853581
MB

Professional summary


Mark Tyler Bonds, who also goes by Tyler Bonds, is a registered financial advisor currently at CRYSTAL COVE ASSET MANAGEMENT located in Newport Beach, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tyler Bonds

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.
Mr. Bonds is 50% owner and principal of Crystal Cove Realty Advisors, LLC. He spends 5-20 hours/week on this business and he provides financial support and assists in running the business.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Tyler Bonds'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, 2017 - Present

CRYSTAL COVE ASSET MANAGEMENT

Office #1: 620 Newport Center Drive Suite 1100, Newport Beach, CA 92660
RIA
CRD#: 289810
Newport Beach, CA
Past

April 19, 2006 - December 27, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEWPORT BEACH, CA
Past

February 23, 2006 - December 27, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
NEWPORT BEACH, CA

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
California
(11/30/2017)
IAR
Texas
(9/16/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CRYSTAL COVE ASSET MANAGEMENT
CRYSTAL COVE ASSET MANAGEMENT | CRYSTAL COVE ASSET MANAGEMENT, LLC

CRD#: 289810 / SEC#:

California
Registered Investment Advisory firm - (11/30/2017 Approved)
Texas
Registered Investment Advisory firm - (9/13/2021 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
620 Newport Center Drive Suite 1100, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 359-1399
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts243
AUM (Assets Under Management)$ 90,350,528

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 COVE ASSET MANAGEMENT

CRD#: 289810Newport Beach, CA 92660

TRUST BUT VERIFY

Monitor Mark Bonds

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
Ryan Anthony Gallo
Ryan GalloAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
FULLERTON, CA
Michael Gregory Jensen
Michael JensenAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
Irvine, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics