CREWE ADVISORS LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 173920). Regulatory assets under management: $3.1B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Seth Byron Merrill | CHIEF INVESTMENT OFFICER | American Fork, UT |
| Ryan Paul Halliday | ELECTED MANAGER; MANAGING PARTNER; MEMBER | — |
| Emelie Camille Halliday | MEMBER | — |
| Michael Patrick Bennett | MEMBER | — |
| Daniel David Sudit | MEMBER; PARTNER | — |
| Veronica Isaac Sudit | MEMBER | — |
| Hayley Nicole Nelson | CHIEF COMPLIANCE OFFICER | — |
| Jason Richard Miller | ELECTED MANAGER; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Ryan Schlappi | TRUSTEE | — |
| Stephanie Ann Schlappi | TRUSTEE | — |
| James Davenport | TRUSTEE | — |
| Casey Dewayne Kotter | TRUSTEE | — |
| Nicholas Michael Trepp | ELECTED MANAGER | — |
| Dustin Chad Thackeray | CHIEF INVESTMENT OFFICER/PARTNER | — |
| MILLER JOSEPH RICHARD | CHIEF OPERATING OFFICER | — |
| HALLIDAY RYAN PAUL | CEO; CEO, CCO; MANAGING MEMBER & CCO (+3 more) | — |
| THACKERAY DUSTIN CHAD | CCO; CHIEF INVESTMENT OFFICER/PARTNER; MEMBER (+2 more) | — |
| HALLIDAY EMELIE | MEMBER | — |
| BENNETT MICHAEL PATRICK | MEMBER; OWNER | — |
| SUDIT DANIEL DAVID | CHIEF COMPLIANCE OFFICER/PARTNER; MEMBER; PARTNER | — |
| Sudit Veronica | MEMBER | — |
| ALDERETE MARIA DEL CARMEN | CHIEF COMPLIANCE OFFICER | — |
| HALLIDAY EMELIE CAMILLE | MEMBER | — |
| SUDIT VERONICA ISAAC | MEMBER | — |
| NELSON HAYLEY NICOLE | CHIEF COMPLIANCE OFFICER | — |