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John Andrew Orr

CREWE CAPITAL
Denver, CO
·CRD# 6676596·10 years experience

Professional Summary

John Andrew Orr is a registered financial advisor currently at CREWE CAPITAL located in Denver, Colorado. John is registered as a RR (Registered Representative) and started their career in finance in 2016. John has worked at 1 firm and has passed the Series 63, SIE and Series 79 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

10 years in the financial services industry

Current & Past Employments

Current

CREWE CAPITALCurrent·CRD# 152527
BD
4600 S Syracuse St 9th Floor, Denver, CO 80237
July 12, 2016 - Present

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Current Firm

CC
CREWE CAPITAL

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

CRD#: 152527 / SEC#: 8-68460
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CREWE HOLDINGS, LLC99% MEMBERSHIP OWNERSHIP IN CREWE CAPITAL, LLC—
BENNETT, MICHAEL PATRICKPRINCIPAL OPERATING OFFICER5408084
BENNETT, MICHAEL PATRICKMANAGING PARTNER, CHIEF EXECUTIVE OFFICER, EXECUTIVE REPRESENTATIVE5408084
KING, ROBERT SMEMBER, FINANCIAL OPERATIONS PRINCIPAL1608075
KING, ROBERT SPRINCIPAL FINANCIAL OFFICER1608075
MELLIES, CADE STEWARTPARTNER, CHIEF COMPLIANCE OFFICER6661420
MITCHELL, JESSE THOMASPARTNER7299786
RASMUSSEN, JARED JAYPARTNER6821885

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(7/12/2016)
RR
New Jersey
(10/12/2026)
RR
Utah
(1/30/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2016About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 79 — Investment Banking Registered Representative Examination

Passed Jul 2016About the Series 79 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Andrew Orr's CRS (Customer Relationship Summary).

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