Joshua C. Kunzler

CREWE ADVISORS

Salt Lake City, UT 84101

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CRD#: 7962065

Professional summary

Joshua Clark Kunzler, who also goes by Josh Kunzler, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah and CREWE CAPITAL located in Salt Lake City, Utah.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Joshua has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Kunzler

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Clark Kunzler'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

May 2, 2025 - Present

CREWE ADVISORS

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

RIA

CRD#: 173920

Salt Lake City, UT

Current

October 25, 2024 - Present

CREWE CAPITAL

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

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".

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.

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

Utah
(10/25/2024)

IAR

Utah
(5/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/1/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 10/25/2024

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 7/20/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

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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Firm Stability Insights

Joshua C. Kunzler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Clark Kunzler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREWE CAPITAL

Primary Firm SEC Registration

CREWE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/2025

Series 63

Date: 8/28/2024

Series 79TO

Date: 10/25/2024

SIE

Date: 7/20/2024

FINRA

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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