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Ryan Paul Halliday

Crewe Advisors

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About Ryan Paul Halliday

Ryan Halliday is a financial advisor with Crewe Advisors. Ryan has over 20 years of experience in the financial services industry. Ryan holds the Series 7, Series 63, and Series 65 licenses, and is also a licensed insurance advisor. Ryan's primary focus is providing financial planning and investment management services to individuals, families, and businesses. Ryan is committed to helping clients achieve their financial goals.

Firm Information

Ryan Halliday 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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Ryan Halliday’s Registration & Firm History

UT

01/28/2015 - Present

Crewe Advisors (SALT LAKE CITY UT)

UT

03/30/2009 - 12/31/2014

ARETE WEALTH MANAGEMENT, LLC (SALT LAKE CITY UT)

UT

06/11/2007 - 03/25/2009

PRIVATE CONSULTING GROUP, INC. (CENTERVILLE UT)

UT

08/15/2006 - 06/01/2007

ZIONS DIRECT, INC. (SALT LAKE CITY UT)

NY

04/28/2000 - 06/10/2005

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

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Licenses & Designations

IA

Issued 10/04/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ryan Paul Halliday. Review regulatory record here.
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