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Michael Patrick Bennett

Investment Adviser Representative at CREWE ADVISORS

Salt Lake City, UTCRD #5408084Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
51 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 51 states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/2/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 11/20/2007
Series 99
Operations Professional Examination
Passed 1/2/2023
Series 79
Investment Banking Registered Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/23/2007
Series 14
Compliance Officer Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 1/26/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.20%
$1,000,001 - $5,000,0001.00%
$5,000,001 and above0.90%
Account minimum: $2,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Crewe Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREWE ADVISORSCurrent
11/6/2020Salt Lake City, UT
SILBER BENNETT FINANCIAL, INC.
1/17/20147/17/2015Salt Lake City, UT
ORCHARD SECURITIES, LLC
5/9/20121/2/2014Salt Lake City, UT
ARI FINANCIAL SERVICES, INC.
8/2/20105/1/2012Overland Park, KS
ORCHARD SECURITIES, LLC
2/21/200810/8/2010Sandy, UT

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Patrick Bennett has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Michael Patrick Bennett - Financial Advisor in Salt Lake City, UT | AdvisorFinder