Tanner J. Mcquiston

CREWE ADVISORS

Salt Lake City, UT 84101

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CRD#: 7180279

Professional summary

Tanner James Mcquiston, who also goes by Tanner Mcquiston, Tanner J Mcquiston, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tanner has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tanner Mcquiston | Tanner J Mcquiston

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.

Insurance agent with Crewe Insurance Advisors since January 2025. Address: 650 S. Main Street, Suite 700, Salt Lake City, UT 84101. 1 hour per week. Investment-related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner James Mcquiston'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

February 7, 2024 - Present

CREWE ADVISORS

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

RIA

CRD#: 173920

Salt Lake City, UT

Past

August 4, 2023 - February 6, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

SOUTH JORDAN, UT

Past

May 12, 2023 - February 6, 2024

OSAIC WEALTH, INC.

CRD#: 23131

SOUTH JORDAN, 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(2/7/2024)

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

State Security Law Exam

Series 63

Date: 7/21/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/11/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/14/2020

Securities Industry Essentials Examination

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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Tanner J. Mcquiston

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner James Mcquiston's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREWE ADVISORS

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

Primary Firm SEC Registration

CREWE ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/2023

Series 7TO

Date: 5/11/2023

SIE

Date: 8/14/2020

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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