Tanner James Mcquiston
Investment adviser representative at Crewe Advisors
10 yearsExperience
1 stateRegistered in
CFADesignation
$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
10 years in the industry.
- Crewe Insurance AdvisorsJan 2025 to now
- Crewe AdvisorsFeb 2024 to now
- Integrated Financial GroupApr 2023 to Jan 2024
- Royal Alliance Associates, Inc.Apr 2023 to Jan 2024
- Goldman SachsJul 2021 to Mar 2023
- UnemployedMay 2021 to Jun 2021
- Wells FargoJul 2020 to Aug 2020
- Merrill Financial AssociatesSep 2019 to Jul 2020
- Industry ProJan 2019 to Apr 2019
- Brigham Young UniversitySep 2018 to Apr 2021
- UnemployedJul 2018 to Aug 2018
- Church of Jesus Christ of Latter-day SaintsJul 2016 to Jun 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
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
- 7180279
- Firm CRD
- 173920