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Chief Operations Officer · Haven Wealth Group

Crystal M. Hebert

CRD 6650545 · Named on Form ADV at one SEC-registered adviser

At a glance

Haven Wealth Group, an SEC-registered wealth manager based in Houston, TX with $515 million in regulatory assets, lists Crystal M. Hebert on its Form ADV as Chief Operations Officer, a control person.

Firms and roles

  • Haven Wealth GroupChief Operations OfficerWealth manager · Houston, TX · $515M in regulatory assets

AtlasMembers

Crystal’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Crystal’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.