KC
KC

Karl Crytser

43 Years of Experience
Trenton, NJ
3 DisclosuresBroker

Karl Crytser is a registered investment advisor at LPL Financial LLC, based in Trenton, NJ, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

2848 S Broad St, Trenton, NJ, 08610

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2015
Denied
Customer Dispute
September 2006
Settled
Customer Dispute
August 2004
Denied
Other Business Activities

Karl is involved in tax preparation/accounting/CPA services through Karl Cryster Financial, starting in February 2023. He also uses Karl Cryster Financial as a DBA for his LPL business.

Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 3 mos
Previous Registrations
Securities America Advisors, INC.
November 2017 - February 2023 · 5 yrs 3 mos
Securities America, INC.Broker
November 2017 - February 2023 · 5 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2008 - November 2017 · 9 yrs 6 mos
National Planning CorporationBroker
July 2006 - November 2017 · 11 yrs 4 mos
Jefferson Pilot Securities CORP
February 2003 - July 2006 · 3 yrs 5 mos
Polaris Advisory Services INC
July 2002 - March 2003 · 8 mos
Jefferson Pilot Securities CorporationBroker
July 2000 - July 2006 · 6 yrs
Polaris Financial Services, INC.Broker
June 1989 - July 2000 · 11 yrs 1 mo
J. T. Moran & CO., INC.Broker
May 1988 - June 1989 · 1 yr 1 mo
Buttonwood Securities Corporation of MassachusettsBroker
June 1985 - May 1988 · 2 yrs 11 mos
Wzw Financial Services, INC.Broker
October 1983 - June 1985 · 1 yr 8 mos
First Investors CorporationBroker
May 1982 - November 1983 · 1 yr 6 mos
State Registrations14 states
AZCAFLMAMDNCNJNMOHPASCTNVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.