Kristi
Yamano
Crewe Advisors
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About this Advisor
Kristi Yamano is a financial advisor working out of Scottsdale, Arizona with 2 years of relevant experience. Yamano is an advisor for Crewe Advisors. Their career trajectory has included roles at Crewe Advisors, Bmo Wealth Management, Wells Fargo Private Bank and Self-Employed Indepedent Tax Consultant For Squar Milner. Yamano holds Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and Utah. Crewe Advisors is a financial advisory firm operating out of Salt Lake City, UT. It has a total of 20 people on staff. It controls $1 billion in assets under management across its 1,044 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 18 charitable organizations. Of its 1,044 accounts, 55% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fee types billed by Crewe Advisors may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crewe Advisors Brokerage Details
$1,288,269,950
20
1,044
$1,233,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kristi Yamano Work History
Kristi has been registered as a financial advisor for 2 years.*
Crewe Advisors
Bmo Wealth Management
Wells Fargo Private Bank
Self-Employed Indepedent Tax Consultant For Squar Milner
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristi Yamano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crewe Advisors
Salt Lake City, UT
Salt Lake City, UT
Scottsdale, AZ
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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