Crystal Marie Abbe

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 09/2011 → 05/2017
  Unionbanc Investment Services
  Los Angeles, CA
• 05/2017 → 07/2018
  Citigroup
  Los Angeles, CA
• 03/2019 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 07/2018 → 03/2019
  Unemployed
  Camarillo, CA

Previous Registrations

• 2017-06-08 → 2018-08-01
  Citigroup Global Markets Inc.
  Los Angeles, CA
  Fountain Valley, CA
  Los Angeles, CA
  Los Angeles, CA
• 2012-02-20 → 2017-05-04
  U.S. Bancorp Advisors, Llc
  Van Nuys, CA
  Northridge, CA
  Chatsworth, CA
  Northridge, CA
  Marina Del Rey, CA
  Los Angeles, CA
  Hawthorne, CA
  Los Angeles, CA
  Manhattan Beach, CA
  Burbank, CA
  Marina Del Rey, CA
  Santa Monica, CA
  Los Angeles, CA
  South Gate, CA
  San Fernando, CA
  La Canada, CA
  Pasadena, CA
  El Monte, CA
  Burbank, CA
  Panorama City, CA
  Simi Valley, CA
  Simi Valley, CA
  Simi Valley, CA
  Moorpark, CA

Other Businesses

I*124353 For profit or not for profit: For-Profit Organization Name of outside business organization: Crystal's Bows Investment related: N Address of business: Camarillo, California 93010 Nature of business: Other,Just doing business as myself Position, title, association: Part-Time, Start date of relationship: 6/22/2019 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I create handmade hair bows and floral headbands for young girls. I plan to sell at our local Camarillo Farmer's market as a crafter.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-18
• S63 Uniform Securities Agent State Law Examination
  2010-01-16

Other Names

• Crystal Marie Abbe
• Crystal Marie Abbelopez
• Crystal Marie Abbe-Lopez
• Crystal Abbe