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 27 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 13 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 14 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 26 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 19 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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