Mckaylin Erynn Crowley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2023 → 05/2024
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 11/2022 → 04/2023
  Oasis Montessori Schools
  Syracuse, UT
• 08/2021 → 10/2022
  Utah Independent Mortgage Corp.
  Layton, UT
• 02/2020 → 08/2021
  Primary Residential Mortgage Inc.
  Salt Lake City, UT
• 11/2019 → 02/2020
  Mckay-Dee Anti-Coagultaion Clinic
  Ogden, UT
• 08/2019 → 09/2019
  Interim Health Care
  Layton, UT
• 07/2018 → 08/2019
  Primary Residential Mortgage Inc.
  Salt Lake City, UT
• 04/2018 → 07/2018
  Ogden Regional Medical Center
  Ogden, UT
• 05/2016 → 07/2018
  University Of Utah Hospital
  Salt Lake City, UT
• 11/2016 → 12/2016
  Ross
  Farmington, UT
• 08/2019 → 12/2019
  Weber State University
  Ogden, UT
• 03/2021 → 05/2023
  Western Governor'S University
  Hill Afb, UT
• 07/2024 → Present
  Raymond James Financial Services, Inc.
  Ogden, UT
• 05/2024 → 07/2024
  Unemployed
  Hill Afb, UT
• 11/2023 → 05/2024
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 07/2024 → Present
  Raymond James Financial Serivces Advisors, Inc.
  Ogden, UT
• 07/2015 → Present
  J Scott Smith Inc.
  Ogden, UT

Previous Registrations

• 2023-11-13 → 2024-05-07
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

(1)Name of Business: J Scott Smith Inc Address: 298 24th St Ste 360, Ogden, UT, 84401-1861, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/09/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered executive assistant for Scott Smith, who is the Financial Advisor who owns the practice. I assist with administrative tasks and industry research.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-06

Other Names

• Mckaylin Erynn Crowley
• Mckaylin Erynn Tu
• Mckaylin Tu