Unclaimed Profile

Ryan Schlappi

CREWE ADVISORS LLC·SALT LAKE CITY, Utah

SIE, Series 7, Series 65, Series 66Clean record17 years registeredCREWE ADVISORS LLC

650 S. MAIN STREET, SALT LAKE CITY, UT 84101CRD# 5568244Firm CRD# 173920

Profile Verification

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

Identity

Ryan Schlappi · SALT LAKE CITY, UT

Registration

CRD #5568244 · CREWE ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

CREWE ADVISORS

Apr 2022 – present

J.P. MORGAN SECURITIES LLC

Apr 2009 – May 2012

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · April 7, 2009

Years registered · 17

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 Ryan Schlappi offer?

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

What are Ryan Schlappi's credentials?

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

Where is Ryan Schlappi located?

Ryan Schlappi 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 Schlappi charge for services?

Ryan Schlappi'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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