Financial ADVSR advisor directory · SEC adviser records
Crewe Advisors financial advisors in Salt Lake City, UT
Every SEC-registered investment adviser representative at a Crewe Advisors office in Salt Lake City, A to Z.
The short answer
18 registered advisors work at Crewe Advisors in Salt Lake City, out of 20 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.
Crewe Advisors advisors in Salt Lake City, A to Z
Every Crewe Advisors advisor →- Ryan J. AndersonCertified Financial Planner
- Michael P. BennettAlso a broker rep
- Jared L. CookseyInvestment adviser rep
- James F. DavenportCertified Financial Planner
- Rylie M. HallidayInvestment adviser rep
- Joshua M. HancockInvestment adviser rep
- Nicholas JonesAlso a broker rep
- Joshua C. KunzlerAlso a broker rep
- Ashley A. LandonInvestment adviser rep
- John L. LarsenInvestment adviser rep
- Tanner J. McQuistonChartered Financial Analyst
- Jason R. MillerInvestment adviser rep
- Jesse T. MitchellAlso a broker rep
- Corey T. PedersonCertified Financial Planner, Chartered Financial Consultant
- Jarrod N. PerryChartered Financial Analyst
- Darren J. SiegristAlso a broker rep
- Megan N. SlatterInvestment adviser rep
- Dustin C. ThackerayChartered Financial Analyst
Crewe Advisors advisors in every city and state →Crewe Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Crewe Advisors advisors in other cities
Other firms in Salt Lake City
All Salt Lake City advisors →Strategic Advisers LLC 634Wells Fargo Clearing Services, LLC 210Merrill Lynch, Pierce, Fenner & Smith Incorporated 50Morgan Stanley 45Wasatch Advisors LP 38LPL Financial LLC 34J.P. Morgan Securities LLC 30Ameriprise Financial Services, LLC 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16Albion Financial Group 14
Questions
How many financial advisors does Crewe Advisors have in Salt Lake City?
18 investment adviser representatives are registered at Crewe Advisors offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.
Is Crewe Advisors one of the largest advisor employers in Salt Lake City?
Crewe Advisors ranks number 9 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.
How do I check a Crewe Advisors advisor in Salt Lake City?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Crewe Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.