Financial advisers in Utah

7 profiles with reported offices in Utah. Explore advisers’ roles, firms and public regulatory records.

Adviser profiles

Catherine SwensonDirector, Director of Client RelationsWasatch AdvisorsCRD 2289597
Hal AndersonDirectorSoltis Investment AdvisorsCRD 2432623
Ryan SnowDirector, Portfolio ManagerWasatch AdvisorsCRD 3264890
Eric BergesonDirectorWasatch AdvisorsCRD 4521603
James TaylorDirectorWasatch AdvisorsCRD 4521608
Lawrence MilesExecutive Vice President, Corporate DevelopmentChoreoCRD 4549340
Ajay KrishnanDirector, Portfolio ManagerWasatch AdvisorsCRD 4557027

Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.