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Megan Nielsen Slatter

Crewe Advisors

Salt Lake City, UT

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Current Employers
Crewe Advisors

650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2018-06-20
  • UT RA
    APPROVED
    Since 2018-06-20

Branch Locations

650 S. Main Street Suite 700, Salt Lake City, UT 84101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regent Street Advisors Salt Lake City UT 01/2016 05/2018
Crewe Advisors, Llc Salt Lake City UT 06/2018 Present
  • 01/2016 → 05/2018
    Regent Street Advisors
    Salt Lake City, UT
  • 06/2018 → Present
    Crewe Advisors, Llc
    Salt Lake City, UT
Previous Registrations
  • 2016-04-20 → 2018-05-16
    Regent Street Advisors Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-08
  • S65 Uniform Investment Adviser Law Examination
    2015-12-08
Other Names
  • Megan Nielsen
  • Megan Slatter

View on SEC IAPD

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