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Peter C
CFP®, ChFC®, Series 63, Series 65
Mt. Sinai, NY
Crystal Brook Advisors
Peter Creedon is a CFP® and ChFC® with 13 years of industry experience. He is the principal advisor at Crystal Brook Advisors, which he has led since 2014, following roles at HSBC Securities and Kovack Advisors. He also serves as a moderator for online courses at The American College and works as an Enrolled Agent providing tax preparation services. Crystal Brook Advisors serves individuals, small businesses, charitable organizations, and retirement plans by offering financial planning, investment consultation, and portfolio management. The firm uses a combination of fundamental and technical analysis to construct diversified, tax-aware portfolios and sponsors a wrap-fee investment program, with a focus on non-profit and retirement-plan clients.
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