Luke Neumann, financial advisor Boston MA

Luke Neumann

CRD Number: 6501422
Current Firm: Crestwood Advisors

Luke Neumann (CRD# 6501422) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 8 years of experience in the finance industry. Luke Neumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Crestwood Advisors Group, LLC Boston, MA Oct 2017 - Current 6
Unemployed Boston, MA Jun 2017 - Sep 2017 < 1
North Berkeley Investment Partners, LLC Berkeley, CA Jan 2014 - May 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Luke B. Neumann
Phone Number: 617-523-8880
Registered State(s):
  • CO
  • MA
By the Numbers
  • Total Assets Under Management
    5,692
    MILLIONS
  • Total Number of Accounts
    5,231
    ACCOUNTS
  • Average Account Value
    $1,088,172
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT

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