Chase CraneCRD Number: 6086549
Current Firm: Strategic Advisers, Inc.
Chase Crane (CRD# 6086549) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Jun 2012 - Current||5|
|Foothill Village Sports Den||Salt Lake City, UT||Oct 2008 - Jun 2012||3|
|Utah State University||Salt Lake City, UT||May 2005 - Jun 2012||7|
|University Of Utah||Salt Lake City, UT||Sep 2010 - Aug 2011||< 1|
|University Of Utah||Salt Lake City, UT||May 2009 - Dec 2009||< 1|
|University Of Utah||Salt Lake City, UT||Sep 2008 - Dec 2008||< 1|
|C.t. Brock And Co||Salt Lake City, UT||May 2006 - Aug 2008||2|
|University Of Utah||Salt Lake City, UT||Sep 2007 - Dec 2007||< 1|
|University Of Utah||Salt Lake City, UT||Sep 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY