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Marshall Christian Nelson

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
TX RA APPROVED_RES 2022-02-02
UT RA APPROVED 2022-01-06
  • TX RA
    APPROVED_RES
    Since 2022-02-02
  • UT RA
    APPROVED
    Since 2022-01-06

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 Financial Associates Provo UT 04/2016 12/2021
Commonwealth Financial Network San Diego CA 08/2018 12/2021
Crewe Advisors Salt Lake City UT 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-24
  • S65 Uniform Investment Adviser Law Examination
    2020-01-24
Other Names
  • Marshall Nelson

View on SEC IAPD

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