RS
Ryan Schlappi
CRD 5568244
Firms
| Firm | Role | As of |
|---|---|---|
| Crewe Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Leavitt Family Foundation | Trustee | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
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Crewe Advisors Llc
Trustee · GP / trustee / elected manager · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗