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Nicholas Owen Smith

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 2024-04-30
  • UT RA
    APPROVED
    Since 2024-04-30

Branch Locations

650 S. Main Street Suite 777, 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
Suntrust Investment Services, Inc. Atlanta GA 10/2015 07/2019
Suntrust Advisory Services Atlanta GA 09/2016 07/2019
Unemployed - Mba At Vanderbilt Nashville TN 08/2019 05/2021
Courage Capital Management Nashville TN 05/2020 08/2020
Crewe Capital Salt Lake City UT 08/2021 01/2022
Crewe Advisors Salt Lake City UT 04/2024 Present
Crewe Capital Salt Lake City UT 01/2022 Present
  • 10/2015 → 07/2019
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 07/2019
    Suntrust Advisory Services
    Atlanta, GA
  • 08/2019 → 05/2021
    Unemployed - Mba At Vanderbilt
    Nashville, TN
  • 05/2020 → 08/2020
    Courage Capital Management
    Nashville, TN
  • 08/2021 → 01/2022
    Crewe Capital
    Salt Lake City, UT
  • 04/2024 → Present
    Crewe Advisors
    Salt Lake City, UT
  • 01/2022 → Present
    Crewe Capital
    Salt Lake City, UT
Previous Registrations
  • 2016-09-19 → 2019-07-16
    Truist Advisory Services, Inc.
    Nashville, TN
    Brentwood, TN
    Brentwood, TN
  • 2016-08-01 → 2016-12-31
    Truist Investment Services, Inc.
    Brentwood, TN
    Brentwood, TN
    Brentwood, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-18
S65 Uniform Investment Adviser Law Examination 2016-07-26
  • S63 Uniform Securities Agent State Law Examination
    2022-05-18
  • S65 Uniform Investment Adviser Law Examination
    2016-07-26
Other Names
  • Nicholas Smith

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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