Brian J. Basil

CREWE CAPITAL

Salt Lake City, UT 84101

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CRD#: 4667556

Professional summary

Brian Joseph Basil 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 2003. Brian has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 Joseph Basil'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

December 13, 2023 - Present

CREWE CAPITAL

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

CRD#: 152527

Salt Lake City, UT

Past

February 7, 2018 - January 2, 2024

DOEREN MAYHEW CAPITAL ADVISORS, LLC

CRD#: 288269

Troy, MI

Past

January 20, 2014 - April 8, 2018

DCF, LLC

CRD#: 149102

Troy, MI

Past

January 30, 2009 - August 1, 2013

GRANT THORNTON CORPORATE FINANCE, LLC

CRD#: 120129

SOUTHFIELD, MI

Past

November 10, 2003 - June 22, 2007

STOUT CAPITAL, LLC

CRD#: 127302

FARMINGTON HILLS, MI

State Registrations and Notice Filings

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

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

Michigan
(1/19/2024)

Utah
(1/19/2024)

Exams

State Security Law Exam

Series 63

Date: 1/19/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/27/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/18/2012

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

CREWE CAPITAL

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

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

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)

Documents

Direct owners and executive officers

Name	Position	CRD#
CREWE HOLDINGS, LLC	99% MEMBERSHIP OWNERSHIP IN CREWE CAPITAL, LLC
BENNETT, MICHAEL PATRICK	PRINCIPAL OPERATING OFFICER	5408084
BENNETT, MICHAEL PATRICK	MANAGING PARTNER, CHIEF EXECUTIVE OFFICER, EXECUTIVE REPRESENTATIVE	5408084
KING, ROBERT S	MEMBER, FINANCIAL OPERATIONS PRINCIPAL	1608075
KING, ROBERT S	PRINCIPAL FINANCIAL OFFICER	1608075
MELLIES, CADE STEWART	PARTNER, CHIEF COMPLIANCE OFFICER	6661420
MITCHELL, JESSE THOMAS	PARTNER	7299786
RASMUSSEN, JARED JAY	PARTNER	6821885

Red Flags

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

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Brian J. Basil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian Joseph Basil's CRS (Customer Relationship Summary).

Certified licenses

Experience

DOEREN MAYHEW CAPITAL ADVISORS, LLC

DCF, LLC

GRANT THORNTON CORPORATE FINANCE, LLC

STOUT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/19/2024

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/27/2003

Series 24

Date: 9/18/2012

FINRA

Current Firm

CREWE CAPITAL

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CREWE CAPITAL

TRUST BUT VERIFY

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