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DS

Darren J. Siegrist

CREWE ADVISORS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 6850810
DS

Professional summary

Darren Jay Siegrist, who also goes by Darren Siegrist, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah and CREWE CAPITAL located in Salt Lake City, Utah.

Darren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Darren has worked at 5 firms and has passed the Series 66, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Darren Siegrist

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.
Crewe Capital Investment Banking 460 W 50th N5th Floor Salt Lake City UT, 84101 Consultant for Investment Banking Start Date - April 10, 2023 Number of hours - 100 hours Number of hours per day - 5 Sourcing referral opportunities for high quality institutional investment banking mandates

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darren Jay Siegrist'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

April 28, 2023 - Present

CREWE ADVISORS

Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101
RIA
CRD#: 173920
Salt Lake City, UT
Current

April 6, 2023 - Present

CREWE CAPITAL

Office #1: 650 S Main St Suite 777, Salt Lake City, UT 84101
BD
CRD#: 152527
Salt Lake City, UT
Past

July 26, 2022 - April 10, 2023

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY
Past

February 26, 2021 - May 23, 2022

ROCKEFELLER FINANCIAL LLC

RIA
CRD#: 291361
Newport Beach, CA
Past

February 26, 2021 - May 23, 2022

ROCKEFELLER FINANCIAL LLC

BD
CRD#: 291361
Newport Beach, CA
Past

November 21, 2017 - March 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
IRVINE, CA
Past

October 17, 2017 - March 1, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
IRVINE, CA

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
California
(4/6/2023)
RR
Colorado
(6/1/2023)
RR
New York
(4/6/2023)
RR
Texas
(4/6/2023)
RR
Utah
(4/6/2023)
IAR
Utah
(5/1/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/23/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/2017
General Securities 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#: 173920Salt Lake City, UT 84101

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