Unclaimed Profile

Maria Del Carmen Alderete

CREWE CAPITAL ADVISORS, LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 24, Series 63, Series 65Clean record9 years registeredCREWE CAPITAL ADVISORS, LLC

136 E. SOUTH TEMPLE, SALT LAKE CITY, UT 84111CRD# 6101404Firm CRD# 173920

Profile Verification

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

Identity

Maria Del Carmen Alderete · SALT LAKE CITY, UT

Registration

CRD #6101404 · CREWE CAPITAL ADVISORS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

EDWARD JONES

Apr 2019 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2018 – Jan 2019

SALT LAKE CITY, UT

CREWE ADVISORS

Feb 2017 – Jan 2018

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 27, 2017

Years registered · 9

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 Maria

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

Not sure if Maria 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 Maria Del Carmen Alderete offer?

Maria Del Carmen Alderete specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Maria Del Carmen Alderete's credentials?

Maria Del Carmen Alderete is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Maria Del Carmen Alderete located?

Maria Del Carmen Alderete is based in SALT LAKE CITY, Utah, working with CREWE CAPITAL ADVISORS, LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.

How does Maria Del Carmen Alderete charge for services?

Maria Del Carmen Alderete'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 CAPITAL ADVISORS, LLC?

CREWE CAPITAL 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 →