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KC

Kyle B. Crystal

CRYSTAL CAPITAL ADVISORS
Wilton, CT 06897
Some features on this profile are disabled
CRD#: 5040779
KC

Professional summary

Kyle Burton Crystal is a registered financial advisor currently at CRYSTAL CAPITAL ADVISORS, LLC located in Wilton, Connecticut.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Kyle has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

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.
I am the Managing Member and Principal of Eastborough Capital, LLC. This business is investment-related. It is a Commodity Pool Operator registered with the CFTC and member of the NFA. It's principal office is 187 Danbury Rd., Suite 102, Wilton, CT 06897. Eastborough Capital, LLC is the Fund Manager to Eastborough Investments, LLC, a Commodity Pool that operates a systematic futures strategy. The firm was created 5/18/20. I devote 1hr/day to the business during trading hours. I am responsible for compliance, marketing and making sure the Fund's vendors are doing their jobs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Burton 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

May 1, 2006 - Present

CRYSTAL CAPITAL ADVISORS, LLC

Office #1: 187 Danbury Road, Suite 201, Wilton, CT 06897
RIA
CRD#: 137445
Wilton, CT

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
(5/1/2006)
IAR
Connecticut
(1/22/2020)
IAR
Texas
(10/27/2008)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/29/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 4/29/2015
National Commodity Futures Examination

Current Firm

CC
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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts4
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.

Company Information

CRYSTAL CAPITAL ADVISORS, LLC

CRD#: 137445Wilton, CT 06897

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