Crystal McMahon has been an investment adviser representative at Arrowroot Family Office since December 2023, and is not listed among the firm’s executive officers or direct owners.
Arrowroot Family Office, LLC is a Marina Del Rey, CA firm with $431M under management, 1,415 clients and 10 advisers across 9 offices, as of its March 2026 filing.
Crystal McMahon is Managing Director of the Gig Harbor office of Arrowroot Family Office, based in Gig Harbor, WA. She helps individuals, families, and business owners protect and grow their wealth and minimize taxes, and oversees a team of professionals who support clients. Before joining Arrowroot Family Office, she became a Financial Planner working alongside a senior advisor, then ran her own solo planning and advisory practice.
Crystal McMahon’s longest registration was 3 years at KMS Financial Services, Inc (2017–2020). Before joining Arrowroot Family Office in 2023, Crystal McMahon was registered through Great Life Investing and KMS Financial Services, Inc.
- Arrowroot Family Office, LLCCurrent– present · 2 yearsTacoma, WA · Adviser representative · Firm CRD 168744
- Great Life Investing– · 3 yearsTacoma, WA · Adviser representative · Firm CRD 310681
- KMS Financial Services, Inc– · 3 yearsOlalla, WA · Adviser representative · Firm CRD 3866
- UBS Financial Services Inc.– · under a yearBellevue, WA · Adviser representative · Firm CRD 8174
- Valic Financial Advisors, Inc.– · under a yearSeattle , WA · Adviser representative · Firm CRD 42803
Professional designations
Listed by Arrowroot Family Office
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Crystal McMahon is registered as an investment adviser representative in 2 states. Each was approved in December 2023.
- TexasSince 8 December 2023
- WashingtonSince 8 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 1 July 2020 |
| SIE | Securities Industry Essentials Examination | 1 July 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2016 |
| Series 66 | Uniform Combined State Law Examination | 15 October 2014 |
| Series 7 | General Securities Representative Examination | 6 October 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 2003 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Crystal Annette McMahon
- CRD
- 1191470
- Firm
- Arrowroot Family Office · CRD 168744
- Office
- 950 Broadway Suite M100, Tacoma, WA 98402
- Registration
- Investment adviser registration
- In the industry since
- March 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arrowrootadvisors.com
Where does Crystal McMahon work?
Crystal McMahon is an investment adviser representative registered through Arrowroot Family Office, LLC since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Crystal McMahon a financial advisor?
Yes. Crystal McMahon has a current investment-adviser registration in Texas and Washington, through Arrowroot Family Office since December 2023.
How many years of experience does Crystal McMahon have?
Crystal McMahon has 10 years in the financial industry, since March 2016, across 5 adviser firms.
What exams has Crystal McMahon passed?
Crystal McMahon has passed 6 licensing exams: the Series 63, Series 7, Series 66, Series 65, Series 7TO and SIE. The earliest, the Series 63, was passed in October 2003.
Where did Crystal McMahon work before Arrowroot Family Office?
Before Arrowroot Family Office, Crystal McMahon was registered through KMS Financial Services, Inc, February 2017 to October 2020; UBS Financial Services Inc., March 2006 to July 2006; Valic Financial Advisors, Inc., November 2003 to March 2004.
Where is Crystal McMahon based?
Crystal McMahon’s registered office is in Tacoma, WA.
Is Crystal McMahon registered with FINRA?
No. Crystal McMahon has no current broker registration.
Is Crystal McMahon a CFP?
Arrowroot Family Office lists Crystal McMahon with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Crystal McMahon, CFP®, EA biography, arrowrootadvisors.com
How can I verify Crystal McMahon’s record?
Search CRD 1191470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Crystal McMahon’s full registration record.
