CB
CB

Crystal Brewer

30 Years of Experience
Cincinnati, OH
Broker

Crystal Brewer is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Crystal is involved with religious education at Fort Mitchell Baptist Church since November 2019, teaching children, planning curriculum, and leading volunteers. This activity takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2000 - June 2009 · 8 yrs 7 mos
Citigroup Global Markets INC.Broker
September 1997 - June 2009 · 11 yrs 9 mos
Fidelity Brokerage Services, INC.Broker
October 1996 - September 1997 · 11 mos
Fidelity Brokerage Services, INC.Broker
January 1995 - September 1995 · 8 mos
State Registrations27 states
ALARAZCACODCFLGAILINKYMAMDMIMONCNJNVNYOHPASCTNTXVAWAWV
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.
Crystal Brewer - Financial Advisor | TrueAdvisor