Seth B. Merrill

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CRD#: 5728202

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Seth Byron Merrill was a registered financial professional .

Seth is a previously registered financial professional and started their career in finance in 2010. Seth had worked at 2 firms .

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.

FROM TIME-TO-TIME OR WHEN APPROACHED, SETH MAY PROVIDE BUSINESS CONSULTING SERVICES TO PRIVATE BUSINESSES IN THEIR EARLY STAGES (AND THEREFORE, UNLIKELY TO BE PUBLICLY TRADED). THESE SERVICES MAY INCLUDE STRATEGY, VALUATION, FINANCIAL MODELING, AND OTHER EXPERT ADVICE. BEGINNING IN APRIL 2025 SETH IS PROVIDING STRATEGY CONSULTING SERVICES TO EMX-1, LLC, AN ENTITY FORMED TO FACILITATE JOB PLACEMENT FOR UNIVERSITY GRADUATES IN EMERGING MARKETS. EMX-1 IS RECENTLY FORMED AND DOES NOT YET HAVE A PHYSICAL ADDRESS. EMX-1 MAY HAVE INVESTMENT-RELATED BUSINESSES IN THE FUTURE. DUTIES INCLUDE CONSULTING ON DEVELOPMENT OF PROGRAMS TO CONNECT EMPLOYERS WITH RECENT UNIVERSITY GRADUATES AND ENSURE THESE GRADUATES RECEIVE CAREER TRAINING AND EXPERIENCE. APPROXIMATELY 10 HOURS PER MONTH WILL BE DEDICATED TO THIS SERVICE NONE OF WHICH WILL BE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 27, 2025 - September 11, 2025

CREWE ADVISORS

RIA

CRD#: 173920

SALT LAKE CITY, UT

Past

January 20, 2010 - December 5, 2017

CEDERIAN INVESTMENTS, LLC

RIA

CRD#: 150925

AMERICAN FORK, 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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREWE ADVISORS FORM ADV PART 2A BROCHURE (6/5/2025)

Regulatory assets under management

Total Number of Accounts	1,711
AUM (Assets Under Management)	$ 2,512,342,970

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.

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Seth B. Merrill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREWE ADVISORS

CEDERIAN INVESTMENTS, LLC

Primary Firm SEC Registration

CREWE ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

CREWE ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREWE ADVISORS

TRUST BUT VERIFY

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