Crewe Advisors Information
Contact top employees from
Crewe Advisors
Summary
Crewe Advisors is a privately held company that has been in the industry for 11 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 34. To connect with Crewe Advisors employee register on SignalHire.
Organization Website | creweadvisors.com |
Phone Number | 3853552700 |
Industries | |
Headquarters Location | 650 S. Main Street, Salt Lake City, UT, 84101 US |
Employees Size | 10-50 employees |
Founded | 2015 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Crewe Advisors shows a diverse range of experience levels:
5% have been with the company for less than 1 year41% for 1–2 years18% for 3–4 years14% for 5–7 years18% for 8–10 years5% have over 11 years of service at Crewe AdvisorsEx-employees positions
In Company
In New Company
Contact top employees from
Crewe Advisors
Jason Miller
President & Chief Operating Officer
Dustin Thackeray
Head of Portfolio Management
Nick Perry
Partner | Family CFO
Ryan Schlappi
Partner
Travis Peugnet
Wealth Advisor
Kimberly Mawk
Senior Associate
Ashley Landon
Investment Operations Manager
Seth Merrill
Chief Investment Officer
Heather Zierenberg
Associate
Alisha Coppersmith
Analyst
Marshall Nelson
Wealth Advisor
Tanner McQuiston
Wealth Advisor
Rylie Halliday
Director of Finance And Operations
Annalia Price
Client Service Associate
Ryan Halliday
Managing Partner
zenia rodriguez
Associate
Brooklyn Taunima
Receptionist
Kira Rasmussen
Investment Research Manager
Louise Goudy Willmering
Partner
Mikaila Curtis
Client Service Associate
John Larsen
Investment operations analyst
Diggaj AJ Chapagain
Private Wealth Analyst
Peter Bohman
Private Wealth Analyst
Jack Nelson
Private Wealth Management Intern
James Davenport
Partner
Gavin Wick
Client Services Associate
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FAQ
Crewe Advisors operates in the Finance industries. More details can be found on the official website: creweadvisors.com.
The headquarters of Crewe Advisors are located in Salt Lake City, United States.
You can contact Crewe Advisors by phone at 3853552700.
Crewe Advisors currently employs 10-50 people.
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