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KB

Krystina M. Brown

FINANCIAL DECISIONS
Little Falls, NJ
Some features on this profile are disabled
CRD#: 5299004
KB

Professional summary

Krystina Marie Brown, CFP® is a registered financial advisor currently at FINANCIAL DECISIONS, LLC located in Little Falls, New Jersey.

Krystina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Krystina has worked at 1 firm .

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krystina Marie Brown'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®
CFP®

Certified Financial Planner

Start date: 2009

Experience

Current

March 29, 2021 - Present

FINANCIAL DECISIONS, LLC

Office #2: 780 Third Avenue 18th Floor, New York, NY 10017
RIA
CRD#: 107755
Little Falls, NJ

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".
FD
FINANCIAL DECISIONS, LLC
FINANCIAL DECISIONS INC | FINANCIAL DECISIONS, LLC

CRD#: 107755 / SEC#: 801-39858

RIA
Registered Investment Advisory firm - (10/2/1991 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.

Highlighted states indicate IAR registrations

IAR
New Jersey
(6/15/2022)
IAR
New York
(4/16/2021)
IAR
Texas
(3/29/2021)

Exams

Current Firm

FD
FINANCIAL DECISIONS, LLC
FINANCIAL DECISIONS INC | FINANCIAL DECISIONS, LLC

CRD#: 107755 / SEC#: 801-39858

RIA
Registered Investment Advisory firm - (10/2/1991 Approved)
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Contact information

Main Address
780 Third Avenue 18th Floor, New York, NY 10017
Mailing Address
Phone number
(212) 920-3470
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (7 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

Part 2 Brochures

PART 2A BROCHURE (6/9/2025)

Regulatory assets under management

Total Number of Accounts551
AUM (Assets Under Management)$ 321,159,838

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

FINANCIAL DECISIONS, LLC

CRD#: 107755Little Falls, NJ

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