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Dustin Chad Thackeray

Crewe Advisors

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About Dustin Chad Thackeray

Dustin Chad Thackeray is a financial advisor with Crewe Advisors, located in Salt Lake City, UT. Dustin has over 10 years of experience in the financial services industry. Dustin is also a Chartered Financial Analyst (CFA). Dustin has previously worked for Arete Wealth Management, LLC and Private Consulting Group, INC. Dustin has experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Dustin Thackeray 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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Dustin Thackeray’s Registration & Firm History

UT

03/04/2015 - Present

Crewe Advisors (SALT LAKE CITY UT)

UT

01/14/2014 - 01/26/2015

ARETE WEALTH MANAGEMENT, LLC (SALT LAKE CITY UT)

UT

03/30/2009 - 07/23/2012

ARETE WEALTH MANAGEMENT, LLC (CENTERVILLE UT)

UT

06/06/2006 - 03/25/2009

PRIVATE CONSULTING GROUP, INC. (CENTERVILLE UT)

UT

01/01/2005 - 06/07/2006

LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)

IN

01/01/2005 - 05/31/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 01/15/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dustin Chad Thackeray.
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