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Daniel David Sudit

Crewe Advisors

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About Daniel David Sudit

Daniel David Sudit is a registered Investment Advisor Representative at Crewe Advisors. Daniel has been in the financial industry since 2001 and has extensive experience in providing investment advisory services to individuals, families, and businesses. Daniel holds the Series 65 and Series 66 securities licenses, and specializes in providing financial planning, investment management, and selection of other advisors. Daniel is a board member of Front Porch Communities and Services, a non-profit organization, and is committed to giving back to the community.

Firm Information

Daniel Sudit is currently registered with Crewe Advisors. Crewe Advisors is an investment advisor headquartered in Salt Lake City, UT. They provide financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm manages approximately $1.62 billion in assets for 1,096 accounts.
Crewe Advisors

650 S. MAIN STREET

SALT LAKE CITY, UT 84101

$1.62B

Assets Under Management

2

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Sudit’s Registration & Firm History

UT

03/24/2015 - Present

Crewe Advisors (SALT LAKE CITY UT)

NY

03/06/2001 - 08/15/2005

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

IA

Issued 03/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/12/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel David Sudit.
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