Rylie Michelle Halliday
Investment adviser representative at Crewe Advisors
12 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
12 years in the industry.
- Crewe AdvisorsJul 2019 to now
- University of UtahAug 2017 to now
- The Walt Disney CompanyJan 2019 to Jul 2019
- Crewe AdvisorsJun 2015 to Aug 2018
- Davis High SchoolAug 2014 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7328219
- Firm CRD
- 173920