Unclaimed Profile

Casey Dewayne Kotter

CREWE ADVISORS LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 66CFPClean record21 years registeredCREWE ADVISORS LLC

650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 4717681Firm CRD# 173920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Casey Dewayne Kotter · SALT LAKE CITY, UT

Registration

CRD #4717681 · CREWE ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Apr 2013 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Jan 2005 – Apr 2013

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 26, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREWE ADVISORS LLC

CRD 173920 · SEC 801-80723

AUM

$1.6B

Regulatory assets under management

Employees

1,096 client accounts

Services offered by CREWE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CREWE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Casey Dewayne Kotter offer?

Casey Dewayne Kotter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Casey Dewayne Kotter's credentials?

Casey Dewayne Kotter holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Casey Dewayne Kotter located?

Casey Dewayne Kotter is based in SALT LAKE CITY, Utah, working with CREWE ADVISORS LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Casey Dewayne Kotter charge for services?

Casey Dewayne Kotter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREWE ADVISORS LLC?

CREWE ADVISORS LLC has approximately 24 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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