Crystal Marquette

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2022 → 04/2023
  Ubs Financial Services
  Bellevue, WA
• 06/2021 → 05/2022
  Laird Norton Wealth Management
  Seattle, WA
• 12/2019 → 06/2021
  Wells Fargo Private Bank - Wealth Management
  Bellevue, WA
• 01/2017 → 06/2019
  Western Governors University
  Salt Lake City, UT
• 10/2015 → 12/2016
  Blanton & Associates
  Lakeway, TX
• 07/2019 → 12/2019
  None
  Bellevue, WA
• 04/2023 → Present
  Wells Fargo Clearing Services, Llc
  Seattle, WA

Previous Registrations

• 2022-08-31 → 2022-09-23
  Ubs Financial Services Inc.
  Bellevue, WA

Exams

• S66 Uniform Combined State Law Examination
  2022-08-31

Designations

• Certified Financial Planner

Other Names

• Crystal Lyn Davis
• Crystal Lyn Marquette