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Nicole Paola Brod

CRYSTAL CAPITAL PARTNERS, LLC·BAY HARBOR ISLANDS, Florida
Clean recordCRYSTAL CAPITAL PARTNERS, LLC
1111 KANE CONCOURSE, BAY HARBOR ISLANDS, FL 33154CRD# 5465103Firm CRD# 146010

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nicole Paola Brod · BAY HARBOR ISLANDS, FL
Registration
CRD #5465103 · CRYSTAL CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nicole Paola Brod is a registered financial advisor based in BAY HARBOR ISLANDS, Florida, affiliated with CRYSTAL CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Fee-Only Advisory
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
CRYSTAL CAPITAL PARTNERS, LLC
CRYSTAL CAPITAL PARTNERS, LLC
AUM
$871M
Regulatory assets under management
Employees
21
Total firm employees
Services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5465103
Firm CRD# 146010
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Paola Brod offer?
Nicole Paola Brod specializes in Fee-Only Advisory. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.
What are Nicole Paola Brod's credentials?
Nicole Paola Brod is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Paola Brod located?
Nicole Paola Brod is based in BAY HARBOR ISLANDS, Florida, working with CRYSTAL CAPITAL PARTNERS, LLC. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.
How does Nicole Paola Brod charge for services?
Nicole Paola Brod's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRYSTAL CAPITAL PARTNERS, LLC?
CRYSTAL CAPITAL PARTNERS, LLC has approximately 21 employees and manages $871M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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