TrueAdvisor
TrueAdvisor
RH
RH

Ryan Paul Halliday

Crewe Advisors
20 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Crewe Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$2M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

650 S. Main Street, Suite 700, Salt Lake City, UT, 84101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ryan is the managing director of Crewe Insurance Advisors, LLC, spending minimal time on this activity. He is also the manager of HH 2007 LLC, a holding company.

Employment History
Current Registrations
Crewe Advisors
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Wealth Navigation Advisors
April 2009 - January 2015 · 5 yrs 9 mos
Contango Capital Advisors, INC.
June 2005 - June 2007 · 2 yrs
The Ayco Company,l.p.
February 2003 - June 2005 · 2 yrs 4 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.