Financial ADVSR advisor directory · SEC adviser records
Cross Creek Advisors, LLC financial advisors in Salt Lake City, UT
Every SEC-registered investment adviser representative at a Cross Creek Advisors, LLC office in Salt Lake City, A to Z.
The short answer
4 registered advisors work at Cross Creek Advisors, LLC in Salt Lake City, out of 4 at the firm nationwide; it ranks number 48 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Cross Creek Advisors, LLC advisors in Salt Lake City, A to Z
Every Cross Creek Advisors, LLC advisor →- Karolyn D. BarkerChartered Financial Analyst
- Tyler M. ChristensonInvestment adviser rep
- Peter O. JarmanInvestment adviser rep
- Charles R. Smart IIInvestment adviser rep
Cross Creek Advisors, LLC advisors in every city and state →Cross Creek Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
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 18Crewe Advisors 18Raymond James Financial Services Advisors, Inc. 18Sepio Capital, LP 16UBS Financial Services Inc. 16
Questions
How many financial advisors does Cross Creek Advisors, LLC have in Salt Lake City?
4 investment adviser representatives are registered at Cross Creek Advisors, LLC offices in Salt Lake City, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Cross Creek Advisors, LLC one of the largest advisor employers in Salt Lake City?
Cross Creek Advisors, LLC ranks number 48 in Salt Lake City by registered advisors; Strategic Advisers LLC has the most, with 634.
How do I check a Cross Creek Advisors, LLC 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 Cross Creek Advisors, LLC 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.