Unclaimed Profile

Ryan Paul Halliday

CREWE ADVISORS LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 63, Series 6523 years registeredCREWE ADVISORS LLC

650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 4033864Firm CRD# 173920

Profile Verification

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

Identity

Ryan Paul Halliday · SALT LAKE CITY, UT

Registration

CRD #4033864 · CREWE ADVISORS LLC · 23 years registered

Brand Profile

Not yet started

Career History

CREWE ADVISORS

Jan 2015 – present

WEALTH NAVIGATION ADVISORS

Apr 2009 – Jan 2015

SALT LAKE CITY, UT

CONTANGO CAPITAL ADVISORS, INC.

Jun 2005 – Jun 2007

SALT LAKE CITY, UT

THE AYCO COMPANY,L.P.

Feb 2003 – Jun 2005

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 12, 2003

Years registered · 23

Disclosure History

2019Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Ryan Paul Halliday offer?

Ryan Paul Halliday specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALT LAKE CITY, Utah for a consultation.

What are Ryan Paul Halliday's credentials?

Ryan Paul Halliday is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ryan Paul Halliday located?

Ryan Paul Halliday 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 Ryan Paul Halliday charge for services?

Ryan Paul Halliday'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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