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Crystal Imperiali

Sagespring Wealth Partners

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About Crystal Imperiali

Crystal Imperiali is a registered representative of Sagespring Wealth Partners, a firm with offices in Franklin, TN. Crystal has been in the financial services industry for over 5 years. Crystal has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Crystal holds licenses to provide investment advice in Tennessee. Crystal specializes in retirement planning, estate planning, and investment management. Crystal is committed to providing personalized financial advice to help her clients reach their financial goals.

Firm Information

Crystal Imperiali is currently registered with Sagespring Wealth Partners. Sagespring Wealth Partners is a registered investment advisor headquartered in FRANKLIN, TN with approximately $5.5 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also offer a wrap fee program.
Sagespring Wealth Partners

801 CRESCENT CENTRE DRIVE

FRANKLIN, TN 37067

$5.50B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Crystal Imperiali’s Registration & Firm History

TN

12/07/2022 - Present

Sagespring Wealth Partners (FRANKLIN TN)

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Licenses & Designations

BOTH

Issued 11/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/06/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Crystal Imperiali.
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