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Darren Siegrist

Crewe Advisors
8 Years of Experience
Salt Lake City, UT
1 DisclosureBroker
View SEC Summary
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Darren Siegrist is a registered investment advisor at Crewe Advisors, based in Salt Lake City, UT, with 8 years of industry experience. Darren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 759 clients with $3.1B in assets under management.

Crewe Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
759 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $5.0M1.00%
$5M+0.90%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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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 ReportHow to Read Disclosures
Employment History
Current Registrations
Crewe Advisors
April 2023 - Present · 3 yrs 6 mos
Crewe Capital
April 2023 - Present · 3 yrs 6 mos
Crewe CapitalBroker
April 2023 - Present · 3 yrs 6 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

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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