Crystal Mcnatt
Professional Summary
Crystal Mcnatt, who also goes by Crystal Mason, Crystal Stoops, is a registered financial advisor currently at HEIM, YOUNG & ASSOCIATES, INC. located in Springfield, Missouri. Crystal is registered as a RR (Registered Representative) and started their career in finance in 2024. Crystal has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Crystal Mason, Crystal Stoops
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PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
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PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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PFS INVESTMENTS INC.
Years of Experience
2 years in the financial services industry
Current & Past Employments
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Current Firm
HEIM & YOUNG SECURITIES, INC. | MABS INSURANCE SOLUTIONS | MA BROKERAGE SOLUTIONS | HEIM, YOUNG & ASSOCIATES, INC.
Contact Information
Main Address
1256 E. Kingsley St, Springfield, MO 65804-7211Mailing Address
1256 E. Kingsley St, Springfield, MO 65804-7211Phone Number
(417) 882-7283Established
Missouri since 07/07/1995Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MERCER ADVISORS, INC. | OWNER | — |
| BRAMER, BENJAMIN EDWARD | DIRECTOR | 3222029 |
| CATALDO, CHRISTINE ADELE | CHIEF INFORMATION OFFICER | 3042889 |
| DREPAUL, ROSHNI ARUNA | FINOP / PFO | 6487453 |
| ENCINO, MATHEW RYAN | GENERAL COUNCEL, SECRETARY | 7530163 |
| ERKER, TORIAN BILLS | CCO | 6309105 |
| LEE, TRINITY YVONNE | PRESIDENT & EXECUTIVE DIRECTOR /CFO/POO | 5472899 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PFS INVESTMENTS INC.
State Registrations and Notice Filings
(9/30/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - BD
Click below to view Crystal Mcnatt's CRS (Customer Relationship Summary).
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PFS INVESTMENTS INC.
