Ryan
Schlappi
Crewe Advisors
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About this Advisor
Ryan Schlappi is a financial advisor operating out of Scottsdale, Arizona who has 1 year of relevant experience. Schlappi is on the advisory team at Crewe Advisors. During their career, the advisor has held roles at Jpmorgan Chase Bank, J.P. Morgan Securities Inc and Crewe Advisors. Schlappi has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona and Nevada. Crewe Advisors is a registered investment company operating out of Salt Lake City, UT. The company has a total of 20 financial advisors. It has $1 billion in assets under management across its 1,044 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 18 charities and foundations. Of its 1,044 client accounts, 55% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fee types billed by Crewe Advisors can be comprised of 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
Ryan Schlappi Work History
Ryan has been registered as a financial advisor for 1 years.*
Crewe Advisors
Jpmorgan Chase Bank
J.P. Morgan Securities Inc
*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 Ryan Schlappi 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
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Scottsdale, AZ
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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