Crystal Norris
Crystal Norris is a registered investment advisor at Cetera Investment Advisers LLC, based in Concord, CA, with 31 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1390 Willow Pass Rd Ste 900, Concord, CA, 94520
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Crystal owns Crystal Clear Wealth Management, a financial services firm, since February 2025. She dedicates full-time hours to this business, including during trading hours.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 states
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