Ryan Halliday
Advisor at Crewe Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Crewe Advisors
Location
Salt Lake City, UT 84101
Credentials
Series 63, Series 65
Industry experience
21 years
About
Ryan Halliday is a financial advisor at Crewe Advisors with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Crewe Advisors since 2014. Outside of his advisory role, he serves as managing director of Crewe Insurance Advisors, LLC, and is the manager of HH 2007 LLC, a holding company. Crewe Advisors provides discretionary portfolio management and financial planning to individuals, business entities, private funds, charitable organizations, and insurance companies. The firm uses fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis with documented Investment Policy Statements.
Client services
Based on Crewe Advisors
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Crewe Advisors
Options & derivatives strategies
Private / alternative investments
Concentrated stock management
Wealth management
Fee options
Financial planning fees negotiated between $6,000 and $150,000
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$250 - $500 per hour
Performance fee of 5% payable to affiliated manager of private fund, but waived for CA clients investing in the Fund; conflicts disclosed.
Account minimum: $2,000,000
Location
650 S. Main Street, Suite 700
Salt Lake City, UT 84101
Most active in
Ryan H has reported serving >5 clients in these states in the last 12 months.
Texas · Utah
Work history
Crewe Advisors Llc
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Series 63, Series 65
Salt Lake City, UT
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Jaron P
CFP®, Series 63, Series 65
Salt Lake City, UT
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Michael M
Series 66
Bountiful, UT
Safe Bay Retirement Advisors
Christopher C
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Ronald M
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors LLC
Andrew M
Series 65
Millcreek, UT
Affinity Financial, LLC
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