CM
Cade S. Mellies
CREWE ADVISORS
Salt Lake City, UT 84101
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CRD#: 6661420
CM
Professional summary
Cade Stewart Mellies is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah and CREWE CAPITAL located in Salt Lake City, Utah.
Cade is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Cade has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 79, Series 7 and Series 24 exams.
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.
I volunteer for the Crewe Cup. The Crewe Cup is a golf tournament with profits donated to charity. I help organize the event. The Crewe Cup is located at 650 S Main St, Salt Lake City, UT 84101. 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 started my association with the Crewe Cup in 2016. On occasion, I interpret for Utah Courts and Hospitals when they are in need of a Romanian translator. There is no formal address for the business as I am self employed when I do it. This is not investment related. I spend, on average, one hour a month on this which may or may not be during securities trading hours. I have been interpreting for many years now.
CRS (Client Relationship Summary) - RIA
Click below to view Cade Stewart Mellies'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
April 29, 2025 - Present
CREWE ADVISORS
Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101RIA
CRD#: 173920
Salt Lake City, UT
Current
July 12, 2016 - Present
CREWE CAPITAL
Office #1: 650 S Main St Suite 777, Salt Lake City, UT 84101BD
CRD#: 152527
Salt Lake City, 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
District of Columbia(1/30/2024)
RR
Indiana(2/21/2024)
RR
Massachusetts(1/18/2024)
RR
Utah(11/22/2016)
IAR
Utah(4/29/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (1/2/2015 Approved)Upgrade to AdvisorCheck Premium
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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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