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Kristi Kimi hong Yamano

Crewe Advisors

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About Kristi Kimi hong Yamano

Kristi Kimi hong Yamano is an investment advisor representative with Crewe Advisors in Scottsdale, Arizona. Kristi is registered in Arizona and Utah. She is also a registered representative with FINRA. Kristi has been in the industry since 2003 and has experience in financial planning, portfolio management for individuals and businesses. Kristi has worked with a number of financial institutions including BMO Wealth Management and Wells Fargo Private Bank. Before joining Crewe Advisors, Kristi worked with Mercer Allied Company, L.P. in Cohoes, New York.

Firm Information

Kristi Yamano 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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Kristi Yamano’s Registration & Firm History

AZ

11/12/2021 - Present

Crewe Advisors (Scottsdale AZ)

NY

12/15/2003 - 07/15/2004

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

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Licenses & Designations

IA

Issued 11/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 02/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristi Kimi hong Yamano.
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