Ryan Schlappi
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
Scottsdale, AZ 85254
Credentials
Series 65, Series 66
Industry experience
17 years
About
Ryan Schlappi is a financial advisor at Crewe Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at J.P. Morgan Securities Inc and JPMorgan Chase Bank for 14 years before joining Crewe Advisors in 2022. Crewe Advisors provides discretionary portfolio management and financial planning to individuals, business entities, private funds, charitable organizations, and insurance companies. The firm employs fundamental, technical, and quantitative analysis to implement a range of investment strategies and typically manages accounts on a discretionary basis with documented investment policies.
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
16100 N. 71st Street, Suite 140
Scottsdale, AZ 85254
Most active in
Ryan S has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
Crewe Advisors
2022 - Present (4 years)
J.P. Morgan Securities Inc
2008 - 2022 (14 years)
Jpmorgan Chase Bank
2008 - 2022 (14 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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