Lindsey Cruz is a registered investment advisor at Apricity Financial, LLC, based in Mystic, CT, with 2 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 63 clients with $110M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mystic, CT
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lindsey is the President of Apricity Advisors, LLC, and a licensed insurance agent. She spends about 10% of her time on insurance sales and implementation of insurance recommendations.
Employment History
Current Registrations
Apricity Financial, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations3 states
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.