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RIA / WealthAdvisor25 years in industry

RYAN PAUL HALLIDAY

Advisor at CREWE ADVISORS

SALT LAKE CITY, UT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREWE ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jan 29, 2001
First registration: Feb 12, 2003
Dual registered: no
Other names: RYAN P. HALLIDAY
IAPD individual key: 4033864

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREWE ADVISORS	Independent wealth	Jan 26, 2015	n/a	yes	SALT LAKE CITY, UT	Current employment
OAK LANE ADVISORS	Independent wealth	Apr 15, 2009	Jan 26, 2015	no	CENTERVILLE, UT	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Jun 8, 2005	Jun 1, 2007	no	SALT LAKE CITY, UT	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Feb 12, 2003	Jun 10, 2005	no	IRVINE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OAK LANE ADVISORS	CREWE ADVISORS	Jan 26, 2015	Jan 26, 2015	0	Firm change	Other
ZIONS CAPITAL ADVISORS, INC.	OAK LANE ADVISORS	Jun 1, 2007	Apr 15, 2009	684	Firm change after gap	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	ZIONS CAPITAL ADVISORS, INC.	Jun 10, 2005	Jun 8, 2005	-2	Firm change	Other

Relationships

Registered with (4)

→ CREWE ADVISORSRegistered adviserregistration: current employment
Jan 26, 2015 to presentfactForm ADV
→ OAK LANE ADVISORSRegistered adviserregistration: previous registration
Apr 15, 2009 to Jan 26, 2015factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Jun 8, 2005 to Jun 1, 2007factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Feb 12, 2003 to Jun 10, 2005factForm ADV

Dated events

No dated event names this entity yet.