Unclaimed Profile

Michael Patrick Bennett

CREWE ADVISORS LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 14, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record5 years registeredCREWE ADVISORS LLC

650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 5408084Firm CRD# 173920

Profile Verification

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

Identity

Michael Patrick Bennett · SALT LAKE CITY, UT

Registration

CRD #5408084 · CREWE ADVISORS LLC · 5 years registered

Brand Profile

Not yet started

Career History

CREWE ADVISORS

Nov 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · November 6, 2020

Years registered · 5

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 Michael

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

Not sure if Michael 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 Michael Patrick Bennett offer?

Michael Patrick Bennett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Michael Patrick Bennett's credentials?

Michael Patrick Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Patrick Bennett located?

Michael Patrick Bennett 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 Michael Patrick Bennett charge for services?

Michael Patrick Bennett'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 →