Krystal Deleon
Krystal Deleon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Frisco, TX, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
1 Cowboys Way, Frisco, TX, 75034
Get directionsHistory
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 Activities
Krystal is an employee/contractor for La Elevacion, Inc., an independent distributor/consultant for Herbalife and Mary Kay, and an investor for Elias Custom Home and Design, Inc. She is also an officer of Elias Custom Home and Design, Inc., a general partner/managing member of Abis Properties LLC, and a board member for Helping Hands for Single Moms Dallas.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations24 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.