Rylie Halliday (CRD# 7328219) is an Investment Advisor Representative working at Crewe Advisors in Salt Lake City, UT and has over 3 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crewe Advisors | Salt Lake City, UT | Jul 2019 - Current | 4 |
| University Of Utah | Salt Lake City, UT | Aug 2017 - Current | 6 |
| University Of Utah | Salt Lake City, UT | Apr 2019 - Oct 2020 | 1 |
| The Walt Disney Company | Anaheim, CA | Jan 2019 - Jul 2019 | < 1 |
| Crewe Advisors | Salt Lake City, UT | Jun 2015 - Aug 2018 | 3 |
| Davis High School | Kaysville, UT | Aug 2014 - Jun 2017 | 2 |
| Fairfield Junior High | Kaysville, UT | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- UT
-
Total Assets Under Management1,620MILLIONS
-
Total Number of Accounts1,096ACCOUNTS
-
Average Account Value$1,478,553
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, LA, ME, MI, NV, TX, UT, WA
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