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Crystal Knowlton

12 Years of Experience
Hyannis, MA
Broker

Crystal Knowlton is a registered investment advisor at Morgan Stanley, based in Hyannis, MA, with 12 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

45 North Street, Hyannis, MA, 02601

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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 a board member of the Lawrence School Parent Council, an educational organization in Falmouth, Massachusetts. This activity requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Morgan StanleyBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Nylife Securities LLCBroker
February 2014 - December 2014 · 10 mos
State Registrations30 states
CACOCTDCFLGAIDILLAMAMDMIMONCNHNJNVNYOHORPARISCTNTXVAVTWAWIWV
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 Knowlton - Financial Advisor | TrueAdvisor