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Ryan Schlappi

Crewe Advisors

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About Ryan Schlappi

Ryan Schlappi is an Investment Advisor Representative at Crewe Advisors. Ryan has over 13 years of experience in the financial services industry. Ryan holds both Series 65 and 66 licenses and is registered with the state of Arizona. Ryan has previously worked at J.P. Morgan Securities LLC and J.P. Morgan Securities Inc. Ryan specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisers.

Firm Information

Ryan Schlappi 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 Schlappi’s Registration & Firm History

AZ

05/02/2022 - Present

Crewe Advisors (Scottsdale AZ)

AZ

10/01/2008 - 03/18/2022

J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)

AZ

09/01/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 04/30/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Schlappi.
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