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Travis Mccann Peugnet

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 2025-04-16
  • UT RA
    APPROVED
    Since 2025-04-16

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 02/2016 07/2020
Bank Of America, N.A. Provo UT 09/2016 07/2020
Olympus Wealth Management, Llc Cottonwood Heights UT 07/2020 01/2021
Olympus Wealth Management, Llc Cottonwood Heights UT 01/2021 03/2023
Olympus Wealth Management, Llc Cottonwood Heights UT 03/2023 04/2025
Crewe Advisors Salt Lake City UT 04/2025 Present
  • 02/2016 → 07/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Provo, UT
  • 09/2016 → 07/2020
    Bank Of America, N.A.
    Provo, UT
  • 07/2020 → 01/2021
    Olympus Wealth Management, Llc
    Cottonwood Heights, UT
  • 01/2021 → 03/2023
    Olympus Wealth Management, Llc
    Cottonwood Heights, UT
  • 03/2023 → 04/2025
    Olympus Wealth Management, Llc
    Cottonwood Heights, UT
  • 04/2025 → Present
    Crewe Advisors
    Salt Lake City, UT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-05
  • S66 Uniform Combined State Law Examination
    2017-05-05
Designations
Other Names
  • Travis Peugnet

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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