Nicholas Owen Smith
Investment adviser representative at Crewe Advisors
11 yearsExperience
1 stateRegistered in
$3.1BFirm assets
11 yearsFirm in business
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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
11 years in the industry.
- Crewe AdvisorsApr 2024 to now
- Crewe CapitalAug 2021 to now
- Courage Capital ManagementMay 2020 to Aug 2020
- Unemployed - Mba At VanderbiltAug 2019 to May 2021
- Suntrust Advisory ServicesSep 2016 to Jul 2019
- Suntrust Investment Services, Inc.Oct 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2022
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
- 6567141
- Firm CRD
- 173920