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Darren Jay Siegrist

Crewe Advisors

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About Darren Jay Siegrist

Darren Siegrist is a registered investment advisor representative in Salt Lake City, Utah. Darren has been in the industry since 2017 and is currently associated with Crewe Advisors. Previously, Darren was associated with STONEHAVEN, LLC, ROCKEFELLER FINANCIAL LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Darren holds FINRA Series 66, 79TO, SIE and 7 licenses. Darren provides financial planning, selection of other advisors, portfolio management for businesses and individuals to individuals, corporations, high-net-worth individuals, charitable organizations and pension and profit sharing plans.

Firm Information

Darren Siegrist 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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Darren Siegrist’s Registration & Firm History

UT

05/01/2023 - Present

Crewe Advisors (Salt Lake City UT)

NY

07/26/2022 - 04/10/2023

STONEHAVEN, LLC (NEW YORK NY)

CA

02/26/2021 - 05/23/2022

ROCKEFELLER FINANCIAL LLC (Newport Beach CA)

CA

10/17/2017 - 03/01/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)

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Licenses & Designations

BOTH

Issued 11/20/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/23/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Darren Jay Siegrist. Review regulatory record here.
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