Chief Compliance Officer · Crewe Advisors
Clare K. Pierce
CRD 1822394 · Named on Form ADV at one SEC-registered adviser
At a glance
Crewe Advisors, an SEC-registered wealth manager based in Salt Lake City, UT with $3.1 billion in regulatory assets, lists Clare K. Pierce on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Crewe AdvisorsChief Compliance OfficerWealth manager · Salt Lake City, UT · $3.1B in regulatory assets
AtlasMembers
Clare’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ryan P. HallidayManaging Partner, Crewe Advisors
- Daniel D. SuditPartner, Crewe Advisors
- Jason R. MillerPresident and Chief Operating Officer, Crewe Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Clare’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.