Joshua Clark Kunzler
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 AdvisorsMay 2025 to now
- Crewe CapitalAug 2023 to now
- Brigham Young UniversityJan 2023 to Aug 2023
- ChiprMar 2022 to Feb 2023
- Brigham Young UniversityAug 2020 to Mar 2022
- The Church of Jesus Christ of Latter-day SaintsAug 2018 to Jun 2020
- Reynolds Auto CareJun 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7962065
- Firm CRD
- 173920