Ryan Jacob Anderson
Investment adviser representative at Crewe Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Crewe AdvisorsMar 2024 to now
- Rock House FinancialNov 2022 to Mar 2024
- Fidelity Brokerage Services LLCMay 2020 to Nov 2022
- Rockworth CompaniesAug 2019 to May 2020
- Hawx ServicesMay 2019 to Aug 2019
- Sportsmed Physical TherapyFeb 2018 to Jun 2018
- Eccles Tennis CenterSep 2017 to May 2019
- Blue Moose Sweet ShoppeJul 2017 to Aug 2017
- The Church of Jesus Christ of Latter-day SaintsJul 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser 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
- 7256560
- Firm CRD
- 173920