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Crystal Dawn Reed

Waterloo Capital

Dallas, TX

Austin, TX

CRD 8207409

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Employer firm

Waterloo Capital CRD 133705

$2.26B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Waterloo Capital

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-04
  • TX RA
    APPROVED
    Since 2026-01-04

Branch Locations

5999 Summerside Dr. Suite 104, Dallas, TX 75252 • United States

2801 Via Fortuna Suite 250, Austin, TX 78746 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waterloo Capital Austin TX 12/2025 Present
Ferguson Fire & Fabrication Mansfield TX 05/2013 12/2025
  • 12/2025 → Present
    Waterloo Capital
    Austin, TX
  • 05/2013 → 12/2025
    Ferguson Fire & Fabrication
    Mansfield, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

View on SEC IAPD

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