CI
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Crystal Imperiali

4 Years of Experience
Franklin, TN
Broker

Crystal Imperiali is a registered investment advisor at Raymond James & Associates, INC., based in Franklin, TN, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1550 West McEwen Drive, Suite 450, Franklin, TN, 37067

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Crystal is an associate/employee at SageSpring Wealth Partners, an independent RIA, and an independent contractor for Sircy-Hurd Wealth Team. She dedicates about half of her time to each of these roles as a registered branch associate.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2025 - Present · 11 mos
Raymond James & Associates, INC.Broker
August 2025 - Present · 11 mos
Previous Registrations
Sagespring Wealth Partners
December 2022 - July 2025 · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2022 - November 2024 · 2 yrs 9 mos
State Registrations5 states
COGAINTNUT
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.