Darren Jay Siegrist

Crewe Advisors

7 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Crewe Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

652 clients

Average Client Portfolio

$3.9M average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$2M

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.20%
$1.0M - $5.0M	1.00%
$5M+	0.90%

Fees may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

650 S. Main Street, Suite 777, Salt Lake City, UT, 84101

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

April 2022

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Crewe Advisors

April 2023 - Present · 2 yrs 10 mos

Crewe Capital

April 2023 - Present · 2 yrs 10 mos

Crewe CapitalBroker

April 2023 - Present · 2 yrs 10 mos

Previous Registrations

Stonehaven, LLCBroker

July 2022 - April 2023 · 9 mos

Rockefeller Financial LLCBroker

February 2021 - May 2022 · 1 yr 3 mos

Rockefeller Capital Management

February 2021 - May 2022 · 1 yr 3 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

November 2017 - March 2021 · 3 yrs 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 2017 - March 2021 · 3 yrs 5 mos

State Registrations5 states

CACONYTXUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.