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LW

Luther E. Woodard

CREWE ADVISORS
Seattle, WA
Some features on this profile are disabled
CRD#: 6575571
LW

Professional summary

Luther Eston Woodard III is a registered financial advisor currently at CREWE ADVISORS located in Seattle, Washington and CREWE CAPITAL located in Salt Lake City, Utah.

Luther is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Luther has worked at 5 firms and has passed the Series 65, Series 63, Series 79TO, Series 31, SIE, Series 7 and Series 62 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
CEO of Sports Acquisition Capital, LLC, investment related. Capital raising activities with institutional investors for pro sports secondaries. Approximately 40 hours per month during securities trading hours. Seattle Kraken, non-Investment related, Zamboni driver. Approximately 30 hours/month mostly during non-market hours. Deaglo LLC, investment related, agent engaged to provide referrals regarding FX Advisory - all currency related. Located at Atlantic Highlands, NJ. Less than one hour per month, all of which would be during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luther Eston Woodard III's CRS (Customer Relationship Summary).
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

August 1, 2025 - Present

CREWE ADVISORS

RIA
CRD#: 173920
Seattle, WA
Current

February 5, 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

March 20, 2018 - January 22, 2025

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

August 1, 2017 - November 19, 2018

THE CRYSTAL MOUNTAIN GROUP, INC.

RIA
CRD#: 159072
Westport, CT
Past

January 22, 2016 - March 5, 2018

BCW SECURITIES LLC

BD
CRD#: 144930
WESTPORT, CT

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
Arizona
(2/5/2025)
RR
California
(2/5/2025)
RR
Colorado
(2/5/2025)
RR
Connecticut
(2/5/2025)
RR
Florida
(2/5/2025)
RR
Massachusetts
(2/5/2025)
RR
New York
(2/5/2025)
RR
Texas
(2/5/2025)
RR
Utah
(2/5/2025)
IAR
Utah
(8/4/2025)
RR
Washington
(2/5/2025)
IAR
Washington
(8/1/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/1/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/18/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/22/2025
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 31
Date: 5/6/2021
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/26/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 1/22/2016
Corporate Securities Limited Representative Examination
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
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
30

SEC notice filing (10 States and Territories)

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

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 Accounts1,711
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.

Company Information

CREWE ADVISORS

CRD#: 173920Seattle, WA

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