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Kristen Leigh Howell

CROWDSTREET ADVISORS, LLC·AUSTIN, Texas
SIE, Series 7TO, Series 24, Series 63, Series 79TOClean recordCROWDSTREET ADVISORS, LLC
98 SAN JACINTO BOULEVARD, AUSTIN, TX 78701CRD# 5510858Firm CRD# 299176

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristen Leigh Howell · AUSTIN, TX
Registration
CRD #5510858 · CROWDSTREET ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CROWDSTREET ADVISORS, LLC
CRD 299176 · SEC 801-114281
AUM
$309M
Regulatory assets under management
Employees
17
30 client accounts
Services offered by CROWDSTREET ADVISORS, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does Kristen Leigh Howell offer?
Kristen Leigh Howell specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are Kristen Leigh Howell's credentials?
Kristen Leigh Howell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Leigh Howell located?
Kristen Leigh Howell is based in AUSTIN, Texas, working with CROWDSTREET ADVISORS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Kristen Leigh Howell charge for services?
Kristen Leigh Howell'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 CROWDSTREET ADVISORS, LLC?
CROWDSTREET ADVISORS, LLC has approximately 17 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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