Unclaimed Profile

Daniel David Sudit

CREWE ADVISORS LLC·SALT LAKE CITY, Utah

Series 7, Series 65, Series 66Clean record25 years registeredCREWE ADVISORS LLC

650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 4178576Firm CRD# 173920

Profile Verification

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

Identity

Daniel David Sudit · SALT LAKE CITY, UT

Registration

CRD #4178576 · CREWE ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

CREWE ADVISORS

Mar 2015 – present

CONTANGO CAPITAL ADVISORS, INC.

Aug 2005 – May 2008

IRVINE, CA

THE AYCO COMPANY,L.P.

Mar 2001 – Aug 2005

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · March 12, 2001

Years registered · 25

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

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SALT LAKE CITY?

Browse all registered financial advisors in SALT LAKE CITY, Utah or claim this profile if it's yours.

Browse SALT LAKE CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel David Sudit offer?

Daniel David Sudit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Daniel David Sudit's credentials?

Daniel David Sudit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel David Sudit located?

Daniel David Sudit 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 Daniel David Sudit charge for services?

Daniel David Sudit'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →