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Crystal M. Hebert
HAVEN WEALTH GROUP
Houston, TX 77008-1773
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CRD#: 6650545
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Professional summary
Crystal Marie Hebert, who also goes by Crystal Marie Powell, is a registered financial advisor currently at HAVEN WEALTH GROUP located in Houston, Texas.
Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Crystal has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Crystal Marie Powell
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.
OSR Services, LP was acquired in an asset sale by Industrial Thermal Solutions (ITS) on April 9, 2025. Neither of these entities are investment related. Both are national heat treating firms with offices across the United States including Baytown, TX, Inola, OK, and Nederland, TX. Principal address of ITS is 2092 Hwy 69 N Nederland, TX 77627. For a period of approximately 90 days post close, I will serve as a Transition Controller assisting with winding down financial operations for OSR and transitioning such operations to ITS. It is anticipated that the time commitment to this transition will dwindle as time passes from close. Initially it is expected that 120 hours per month will be devoted to this business, 3 hours per day, 15 hours per week with some of this time occurring during securities trading hours. This role will be performed remotely. Once financial operations of the two firms are merged, it is expected that assistance will cease. Responsibilities during this time will include forward of accounts receivable receipts post close, preparation of Financial Reporting for intercompany reconciliation, assistance of Final Working Capital PEG 90 days post close, termination of employee benefit plans, coordination of assumed financial operations, preparation of financials required for final tax returns.
CRS (Client Relationship Summary) - RIA
Click below to view Crystal Marie Hebert'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®
NoneExperience
Current
March 24, 2018 - Present
HAVEN WEALTH GROUP
Office #1: 1111 North Loop West, Ste 1110, Houston, TX 77008-1773RIA
CRD#: 148099
Houston, TX
Past
May 27, 2016 - December 31, 2017
HAVEN WEALTH GROUP
RIA
CRD#: 148099
HOUSTON, TX
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".
HW
HAVEN WEALTH GROUP
HAVEN WEALTH GROUP | HAVEN WEALTH GROUP LLC
CRD#: 148099 / SEC#: 801-69527
RIA
Registered Investment Advisory firm - (9/12/2008 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
Georgia(9/19/2025)
IAR
Texas(3/24/2018)
Current Firm
HW
HAVEN WEALTH GROUP
HAVEN WEALTH GROUP | HAVEN WEALTH GROUP LLC
CRD#: 148099 / SEC#: 801-69527
RIA
Registered Investment Advisory firm - (9/12/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1111 North Loop West, Ste 1110, Houston, TX 77008-1773
Mailing Address
Phone number
(713) 980-8820
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 774 |
| AUM (Assets Under Management) | $ 397,751,046 |
Red Flags
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Company Information
HAVEN WEALTH GROUP
CRD#: 148099Houston, TX 77008-1773TRUST BUT VERIFY
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