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WHERE IS MY ACCOUNT HELD?

Where is my account held?

Wednesday August 19 by Peter J. Creedon

Your account is held at our Custodian Broker Dealer, Trade PMR and clearing firm First Clearing LLC, an affiliate of Wells Fargo & Company.

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Crystal Brook Advisors is a Registered Investment Advisor in the State of New York. Security Investments are not FDIC insured. Security Investments are not Bank guaranteed. Investing in securities involves risks, a potential of losing money when investing in securities. Before investing, review your investment objectives and Crystal Brook Advisors charges and expenses. Investments past performance does not guarantee future results. Visitors using this website agree to accept our Terms + Conditions and Privacy Policy.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments: Your security investments will be maintained, held by an unaffiliated, qualified custodian (First Clearing LLC), such as a bank, broker/dealer, direct mutual fund, transfer agent or insurance companies. Your security investments are not held by Crystal Brook Advisors or any associate of our firm. Trade-PMR, Inc. acts as an introducing broker clearing on a fully-disclosed basis through Wells Fargo Clearing Services LLC. Your security investments are held at Wells Fargo Clearing Services LLC. Wells Fargo Clearing Services LLC is a member of the New York Stock Exchange (NYSE), Financial Industry Regulatory Authority (FINRA), and the Securities Investor Protection Corporation (SIPC).

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