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Brian C. Leftwich

CREWE CAPITAL
Salt Lake City, UT 84101
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CRD#: 2752574
BL

Professional summary


Brian Christopher Leftwich, who also goes by Brian Christopher Leetwich, is a registered financial professional currently at CREWE CAPITAL located in Salt Lake City, Utah.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2000. Brian has worked at 8 firms and has passed the Series 66, Series 99TO, Series 79TO, Series 62, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Brian Christopher Leetwich

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Brian Christopher Leftwich's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 11, 2025 - Present

CREWE CAPITAL

Office #1: 650 S Main St Suite 777, Salt Lake City, UT 84101
BD
CRD#: 152527
Salt Lake City, UT
Past

January 5, 2018 - July 14, 2025

MMX GLOBAL PARTNERS, LLC

BD
CRD#: 286531
NEW YORK, NY
Past

February 2, 2011 - December 31, 2017

FRONTIER SOLUTIONS, LLC

BD
CRD#: 136102
NEW YORK, NY
Past

June 11, 2010 - May 4, 2011

RANGE GLOBAL LLC

BD
CRD#: 104393
NEW YORK, NY
Past

January 6, 2010 - June 1, 2010

FIRST AVENUE

BD
CRD#: 145860
NEW YORK, NY
Past

March 23, 2007 - October 29, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
NEW YORK, NY
Past

March 23, 2007 - October 29, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 2, 2005 - February 28, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
NEW YORK, NY
Past

December 2, 2005 - February 28, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

August 28, 2000 - October 25, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Georgia
(7/11/2025)
RR
Massachusetts
(7/11/2025)
RR
New Jersey
(7/11/2025)
RR
New York
(7/11/2025)
RR
Texas
(7/11/2025)
RR
Utah
(7/11/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/27/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CREWE CAPITAL
CENTENNIAL PEAKS CAPITAL | FIVE PRIME ADVISORS, LLC | CREWE CAPITAL, LLC | CREWE CAPITAL | CREWE

CRD#: 152527 / SEC#: , 8-68460

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
650 S Main St Suite 777, Salt Lake City, UT 84101
Mailing Address
650 S Main St Suite 777, Salt Lake City, UT 84101
Phone number
(385) 322-3100
Established
New York since 10/24/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CREWE HOLDINGS, LLC99% MEMBERSHIP OWNERSHIP IN CREWE CAPITAL, LLC
BENNETT, MICHAEL PATRICKPRINCIPAL OPERATING OFFICER5408084
BENNETT, MICHAEL PATRICKMANAGING PARTNER, CHIEF EXECUTIVE OFFICER, EXECUTIVE REPRESENTATIVE5408084
KING, ROBERT SMEMBER, FINANCIAL OPERATIONS PRINCIPAL1608075
KING, ROBERT SPRINCIPAL FINANCIAL OFFICER1608075
MELLIES, CADE STEWARTPARTNER, CHIEF COMPLIANCE OFFICER6661420
MITCHELL, JESSE THOMASPARTNER7299786
RASMUSSEN, JARED JAYPARTNER6821885

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CREWE CAPITAL

CRD#: 152527Salt Lake City, UT 84101

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