MB
Michael P. Bennett
CREWE ADVISORS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 5408084
MB
Professional summary
Michael Patrick Bennett, who also goes by Mike Bennett, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah and CREWE CAPITAL located in Salt Lake City, Utah.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Bennett
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.
I am the CEO of Crewe Capital, LLC, a registered broker-dealer located at 650 S Main St, Suite 777, Salt Lake City, UT 84101. This business is investment-related. I spend, on average, 160 hours a month on this entity which may or may not be during securities trading hours. I am the managing member of Pin High LLC, a personal holdings company, located at 2123 Parkway Ave, Salt Lake City, UT 84109. The business is not investment-related. My wife also runs her marketing services. Pin High LLC is also an owner in Crewe Design, an e-commerce lifestyle brand. The business is not investment-related. I spend, on average, one hour a month on this entity which may or may not be during securities trading hours. I am a board member of CharityVision, a 501(c)(3) organization with a focus on solutions to the worldwide blindness epidemic. The business is not investment-related. I am a volunteer board member. I started with the board in October of 2014. I devote, on average, five hours per month to this activity which may or may not be during securities trading hours. I am a member of the board of directors for Primeone Insurance Company. The company provides insurance solutions. I started with the board on November 15, 2016. The address of the registered office is 110 South Regent Street, Suite 200, Salt Lake City, UT 84111. The business is not investment-related. I spend, on average, zero to one hour a month on this entity which may or may not be during securities trading hours. I am a board member and indirect owner of the Crewe Cup. The Crewe Cup is a for profit entity, which hosts an annual golf tournament, that chooses to donate its profits to charity. I help produce the event. The Crewe Cup is located at 2123 Parkway Ave, Salt Lake City, UT 84109. The company is not investment-related. I spend, on average, five hours a month on this entity which may or may not be during securities trading hours. I am an IAR with Crewe Advisors, LLC, an SEC registered investment advisor located at 650 S Main St, Suite 700, Salt Lake City, UT 84101. This business is investment-related. I spend, on average, 2-10 hours a month on this entity which may or may not be during securities trading hours. Crewe Holdings, non-investment related, located at 2123 Parkway Ave, Salt Lake City, UT 84109. Holdings company for Crewe Capital, Crewe Advisors, and Crewe Cup. Started June 10, 2014. I spend one hour on average per month, which may or may not be during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Bennett'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®
NoneExperience
Current
November 6, 2020 - Present
CREWE ADVISORS
Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101RIA
CRD#: 173920
Salt Lake City, UT
Current
July 29, 2015 - Present
CREWE CAPITAL
Office #1: 650 S Main St Suite 777, Salt Lake City, UT 84101Office #2: 650 S Main St Suite 777, Salt Lake City, UT 84101BD
CRD#: 152527
Salt Lake City, UT
Past
January 17, 2014 - July 17, 2015
SILBER BENNETT FINANCIAL, INC.
BD
CRD#: 156435
SALT LAKE CITY, UT
Past
May 9, 2012 - January 2, 2014
ORCHARD SECURITIES, LLC
BD
CRD#: 133378
SALT LAKE CITY, UT
Past
August 2, 2010 - May 1, 2012
CABIN SECURITIES, INC.
BD
CRD#: 137608
OVERLAND PARK, KS
Past
February 21, 2008 - October 8, 2010
ORCHARD SECURITIES, LLC
BD
CRD#: 133378
SANDY, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC
CRD#: 173920 / SEC#: 801-80723
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Alabama(12/13/2023)
RR
Alaska(12/20/2023)
RR
Arizona(6/30/2022)
RR
Arkansas(1/29/2024)
RR
California(7/29/2015)
RR
Colorado(8/20/2015)
RR
Connecticut(12/6/2023)
RR
Delaware(1/2/2024)
RR
District of Columbia(1/30/2024)
RR
Florida(2/26/2024)
RR
Georgia(12/15/2023)
RR
Hawaii(1/4/2024)
RR
Idaho(7/29/2015)
RR
Illinois(8/14/2024)
RR
Indiana(2/21/2024)
RR
Iowa(11/27/2023)
RR
Kansas(12/8/2023)
RR
Kentucky(12/1/2023)
RR
Louisiana(8/14/2023)
RR
Maine(12/15/2023)
RR
Maryland(1/24/2024)
RR
Massachusetts(1/18/2024)
RR
Michigan(12/20/2023)
RR
Minnesota(1/3/2024)
RR
Mississippi(11/23/2023)
RR
Missouri(1/18/2024)
RR
Montana(11/27/2023)
RR
Nebraska(12/1/2023)
RR
Nevada(8/19/2015)
RR
New Hampshire(1/5/2024)
RR
New Jersey(1/2/2024)
RR
New Mexico(1/9/2024)
RR
New York(7/29/2015)
RR
North Carolina(12/4/2023)
RR
North Dakota(5/17/2023)
RR
Ohio(12/5/2023)
RR
Oklahoma(1/24/2024)
RR
Oregon(7/14/2023)
RR
Pennsylvania(11/27/2023)
RR
Rhode Island(11/23/2023)
RR
South Carolina(12/14/2023)
RR
South Dakota(12/14/2023)
RR
Tennessee(12/14/2023)
RR
Texas(1/19/2023)
RR
Utah(7/29/2015)
IAR
Utah(11/6/2020)
RR
Vermont(1/9/2024)
RR
Virginia(1/2/2024)
RR
Washington(7/31/2015)
RR
West Virginia(12/11/2023)
RR
Wisconsin(12/13/2023)
RR
Wyoming(1/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC
CRD#: 173920 / SEC#: 801-80723
RIA
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Contact information
Main Address
650 S. Main Street Suite 700, Salt Lake City, UT 84101
Mailing Address
Phone number
(385) 355-2700
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,711 |
| AUM (Assets Under Management) | $ 2,512,342,970 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREWE ADVISORS
CRD#: 173920Salt Lake City, UT 84101TRUST BUT VERIFY
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