Crestwood Advisors LLC

Crestwood Advisors LLC (CRD# 125361) is a financial advisory firm headquartered in Boston, MA. They manage $1,321,967,312 in 1,596 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,322
    MILLION
  • Total Number of Accounts
    1,596
    ACCOUNTS
  • Average Account Value
    $828,300
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, ME, NH, NJ, NY, PA, RI

Financial Advisors at Crestwood Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael A. Eckton
CRD#: 1969077
50 Federal Street, Suite 810, Boston, MA 02110
96
Wealthminder
score

Michael Eckton (CRD# 1969077) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has over 28 years of experience in the finance industry.

2
Leigh B. Hurd
CRD#: 2821591
50 Federal Street, Suite 810, Boston, MA 02110
96
Wealthminder
score

Leigh Hurd (CRD# 2821591) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry.

3
Robert G. Ix
CRD#: 1760062
50 Federal Street, Suite 810, Boston, MA 02110
96
Wealthminder
score

Robert Ix (CRD# 1760062) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has over 14 years of experience in the finance industry.

4
Alyson L. Nickse
CRD#: 4448683
50 Federal Street, Suite 810, Boston, MA 02110
96
Wealthminder
score

Alyson Nickse (CRD# 4448683) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has over 15 years of experience in the finance industry. Alyson Nickse 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.

5
John W. Morris
CRD#: 2024822
50 Federal Street, Suite 810, Boston, MA 02110
93
Wealthminder
score

John Morris (CRD# 2024822) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has over 27 years of experience in the finance industry.

6
Leah R. Sciabarrasi
CRD#: 5633349
50 Federal Street, Suite 810, Boston, MA 02110
90
Wealthminder
score

Leah Sciabarrasi (CRD# 5633349) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has 1 year of experience in the finance industry. Leah Sciabarrasi 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.

7
Aaron M. Beltrami
CRD#: 2905412
50 Federal Street, Suite 810, Boston, MA 02110
86
Wealthminder
score

Aaron Beltrami (CRD# 2905412) is an Investment Advisor Representative working at Crestwood Advisors LLC in Boston, MA and has over 20 years of experience in the finance industry. Aaron Beltrami 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.