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Chrystal Swope

20 Years of Experience
Hermitage, PA
1 DisclosureBroker

Chrystal Swope is a registered investment advisor at Wells Fargo Advisors, based in Hermitage, PA, with 20 years of industry experience. Chrystal is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

850 S Hermitage Rd Ste C, Hermitage, PA, 16148

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History

Regulatory History (1)
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Financial
December 2019
Final
Employment History
Current Registrations
Wells Fargo Advisors
September 2024 - Present · 2 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - October 2024 · 15 yrs 4 mos
Morgan StanleyBroker
June 2009 - October 2024 · 15 yrs 4 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2005 - April 2007 · 1 yr 5 mos
State Registrations40 states
AKALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMSMTNCNJNVNYOHOKORPARISCTNTXVAWAWIWV
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.
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