Corey T Pederson

Employer firm

Crewe Advisors CRD 173920

$3.05B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 05/2021
  Small Business Administration
  Forth Worth, TX
• 08/2018 → 11/2019
  Wells Fargo
  Long Beach, CA
• 08/2017 → 08/2018
  Link Squares
  Boston, MA
• 07/2017 → Present
  Law Offices Of Corey Pederson
  Salt Lake City, UT
• 06/2021 → 01/2025
  Olympus Wealth Management
  Salt Lake City, UT
• 08/2012 → 06/2021
  Young Presidents Organization (Ypo) Next Generation Los Angeles
  Los Angeles, CA
• 01/2025 → Present
  Crewe Advisors
  Salt Lake City, UT

Previous Registrations

• 2021-06-08 → 2025-01-08
  Olympus Wealth Management, Llc
  Cottonwood Heights, UT

Other Businesses

Law Offices of Corey Pederson, 4793 S Fortuna way, Salt Lake City, UT, 84124, Law Firm, Attorney, 5 hours per month, 0 during securities trading hours, Legal Practice. Mount Olympus Community Council, 1330 East Chambers Ave, Millcreek, Ut, 874106. Officer-Treasurer. Advisory Community Council to the Millcreek City Council. 3 hours per month, none during securities trading hours. Community Advocacy.

Exams

• S66 Uniform Combined State Law Examination
  2009-04-16
• S65 Uniform Investment Adviser Law Examination
  2006-08-20

Designations

• Certified Financial Planner
• Chartered Financial Consultant