Chrystal Yvette Badillo

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 04/2021
  Westwood Management Corp.
  Dallas, TX
• 03/2018 → 04/2021
  Foreside Fund Services, Llc
  Dallas, TX
• 06/2021 → Present
  Level Four Financial, Llc
  Dallas, TX
• 06/2021 → Present
  Level Four Advisory Services
  Dallas, TX

Other Businesses

1.Owner of a condominium; Club at Turtle Bay New York, NY; I rent this apartment; 1 hour per month zero hours during securities trading hours. 2. CCME Homes LLC; Dallas, TX; Non-Investment Related; Started 6/28/2019; Real estate; Owner; Compensation will be contingent on if I make money in the sale of a home. Thus far I have $0 compensation; 4 hours per month with 0 hours during securities trading hours. 3.Reading Partners North Texas; Dallas, TX; Not Investment Related; Started 10/01/2020; Non-profit; Board Member; Board member of Reading Partners. It is an organization to help children with their reading skills. I will be involved with the development committee in order to try to grow the number of volunteers that will tutor children; 4 hours per month with 0 hours during securities trading hours. 4. Black Rock Ridge Townhomes, Rental Property, Utah, Non-Investment Related-Rental, Owner of rental property, 1 hour per month with 1 during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-30
• S63 Uniform Securities Agent State Law Examination
  1985-08-23

Other Names

• Chrystal Yvette Badillo
• Chrystal Y Badillo