Corey T Pederson
Investment adviser representative at Crewe Advisors
14 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Crewe AdvisorsJan 2025 to now
- Law Offices of Corey PedersonJul 2017 to now
- Olympus Wealth ManagementJun 2021 to Jan 2025
- Small Business AdministrationJul 2020 to May 2021
- Wells FargoAug 2018 to Nov 2019
- Link SquaresAug 2017 to Aug 2018
- Young Presidents Organization (ypo) Next Generation Los AngelesAug 2012 to Jun 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (UT).
Crewe Advisors
Legal name: Crewe Advisors LLC
$3.1BAssets managed
759Clients
26Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5530646
- Firm CRD
- 173920