Crystal M. Collado

STONE WALL MONEY MANAGEMENT

SHELTON, CT 06484

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CRD#: 7415101

Professional summary

Crystal Marie Collado, who also goes by Crystal M Collado, Crystal Collado, Crystal Marie Lord, is a registered financial advisor currently at STONE WALL MONEY MANAGEMENT LLC located in Shelton, Connecticut.

Crystal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Crystal has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal M Collado | Crystal Collado | Crystal Marie Lord

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 Crystal Marie Collado'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

April 28, 2025 - Present

STONE WALL MONEY MANAGEMENT LLC

Office #1: 100 Beard Sawmill Road Suite 275, Shelton, CT 06484

RIA

CRD#: 331409

SHELTON, CT

Past

September 3, 2024 - April 24, 2025

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

NEW YORK, NY

Past

August 28, 2024 - April 24, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

October 13, 2023 - February 6, 2024

DAVENPORT & ASSOCIATES, INC.

RIA

CRD#: 327796

NORWALK, CT

Past

April 27, 2023 - December 19, 2023

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

Norwalk, CT

Past

January 31, 2023 - April 28, 2023

PEAK BROKERAGE SERVICES, LLC

CRD#: 157045

Norwalk, CT

Past

September 29, 2021 - March 27, 2023

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

CRD#: 130390

RALEIGH, NC

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

Connecticut
(4/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/1/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/27/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 9/29/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 9/1/2021

Securities Industry Essentials Examination

Current Firm

STONE WALL MONEY MANAGEMENT LLC

CRD#: 331409 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/17/2024 Approved)

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Contact information

Main Address

100 Beard Sawmill Road Suite 275, Shelton, CT 06484

Mailing Address

Phone number

(203) 372-4442

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	78
AUM (Assets Under Management)	$ 8,810,906

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.

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Advisor Monitoring

Firm Stability Insights

Crystal M. Collado

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Marie Collado's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONE WALL MONEY MANAGEMENT LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

DAVENPORT & ASSOCIATES, INC.

IMPACT PARTNERSHIP WEALTH, LLC

PEAK BROKERAGE SERVICES, LLC

LIBERTY PARTNERS FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2023

Series 63

Date: 11/1/2021

Series 7TO

Date: 12/27/2024

Series 6TO

Date: 9/29/2021

SIE

Date: 9/1/2021

Current Firm

STONE WALL MONEY MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONE WALL MONEY MANAGEMENT LLC

TRUST BUT VERIFY

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