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Managing Partner · Crewe Advisors

Ryan P. Halliday

CRD 4033864 · 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 Ryan P. Halliday on its Form ADV as Managing Partner, a control person.

Firms and roles

  • Crewe AdvisorsManaging PartnerWealth manager · Salt Lake City, UT · $3.1B in regulatory assets

AtlasMembers

Ryan’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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 Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.