Advisor at Crystal Brook Advisors
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Firm
Crystal Brook Advisors
Location
Mt. Sinai, NY
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
13 years
Peter Creedon is a financial advisor at Crystal Brook Advisors with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Crystal Brook Advisors since 2014 and HSBC Securities (USA) Inc. since 2013. In addition to his advisory work, he teaches online courses as a moderator for The American College and is an enrolled agent providing tax preparation services. Crystal Brook Advisors offers financial planning, investment consultation, and portfolio supervisory services to individuals, high-net-worth clients, small businesses, pension and profit-sharing plans, and charitable organizations. The firm employs a mix of active, core+satellite, and passive investment strategies, provides referrals to third-party managers, and operates both discretionary digital accounts and primarily non-discretionary supervisory services.
Based on Crystal Brook Advisors
Fixed fees from $250 to $5,000 per plan depending on complexity
$0 - $249,999: 1.25% (125 basis points) annually $250,000 - $499,999: 1.00% (100 basis points) annually $500,000 - $999,999: 0.80% (80 basis points) annually $1,000,000 - $4,999,999: 0.55% (55 basis points) annually $5,000,000 - Above: 0.50% (50 basis points) annually
$250 per hour, billed in 10-minute increments
Fee-only: Financial planning and investment consultation at $250/hour billed in 10-minute increments; Fixed fees range from $250 to $5,000 per plan
Mt. Sinai, NY
New York · Texas
Crystal Brook Advisors
2014 - Present (12 years)
HSBC Securities (USA) INC.
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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