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Crystal Trevino Groover

Newedge Advisors

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About Crystal Trevino Groover

Crystal Trevino Groover is a financial advisor currently registered with Newedge Advisors in New Orleans, Louisiana. Crystal has been in the industry since June 2014 and holds the Series 7, SIE and Series 66 licenses. Crystal's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Crystal also holds the Certified Financial Planner and Chartered Financial Consultant designations, further demonstrating her expertise in the financial services industry.

Firm Information

Crystal Groover is currently registered with Newedge Advisors. Newedge Advisors is an investment advisor with over $10 billion in assets under management. They provide a wide range of financial planning and advisory services to individuals, businesses, charitable organizations, pension plans, and high-net-worth individuals. The firm has over 396 investment advisor representatives and 194 registered representatives located throughout the United States. Newedge Advisors also offers wrap fee programs.
Newedge Advisors

858 CAMP STREET

NEW ORLEANS, LA 70130

$18.43B

Assets Under Management

141

Total Clients

420

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Groover’s Registration & Firm History

GA

02/05/2024 - Present

Newedge Advisors (Atlanta GA)

GA

06/12/2014 - 02/07/2024

MML INVESTORS SERVICES, LLC (Atlanta GA)

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Licenses & Designations

BOTH

Issued 06/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Crystal Trevino Groover.
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