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Nicholas Owen Smith

Crewe Advisors

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About Nicholas Owen Smith

Nicholas Owen Smith is an investment advisor representative with Crewe Advisors, a firm based in Salt Lake City, UT. Nicholas Owen Smith is licensed in the state of Utah and has a Series 7, Series 63, Series 65, and Series 79TO securities license. The firm provides investment advice to individuals, corporations, and charitable organizations. Nicholas Owen Smith has been in the financial services industry since 2015.

Firm Information

Nicholas Smith 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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Nicholas Smith’s Registration & Firm History

UT

04/30/2024 - Present

Crewe Advisors (Salt Lake City UT)

TN

12/16/2015 - 07/16/2019

SUNTRUST INVESTMENT SERVICES, INC. (BRENTWOOD TN)

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Licenses & Designations

BC

Issued 05/18/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/26/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Owen Smith.
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