Crestwood Advisors

Crestwood Advisors (CRD# 286243) is a financial advisory firm headquartered in Boston, MA. They manage $5,692,226,263 in 5,231 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,692
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Crestwood Advisors
Showing 1 - 10 of 28 top financial advisors.
1
Aaron M. Beltrami
CRD#: 2905412
One Liberty Square, Suite 500, Boston, MA 02109

Aaron Beltrami (CRD# 2905412) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 26 years of experience in the finance industry.

2
Susan C. Brewer
CRD#: 4341772
1020 Boston Post Road, Ste 220, Darien, CT 06820

Susan Brewer (CRD# 4341772) is an Investment Advisor Representative working at Crestwood Advisors in Darien, CT and has over 26 years of experience in the finance industry.

3
Donald J. Clarke
CRD#: 2833576
101 Dyer Street, 4th Floor, Providence, RI 02903

Donald Clarke (CRD# 2833576) is an Investment Advisor Representative working at Crestwood Advisors in Providence, RI and has over 27 years of experience in the finance industry.

4
Peter J. Corsi
CRD#: 1544763
101 Dyer Street, 4th Fl, Providence, RI 02903

Peter Corsi (CRD# 1544763) is an Investment Advisor Representative working at Crestwood Advisors in Providence, RI and has over 21 years of experience in the finance industry.

5
J M. Costello
CRD#: 1928302
101 Dyer Street, 4th Floor, Providence, RI 02903

J Costello (CRD# 1928302) is an Investment Advisor Representative working at Crestwood Advisors in Providence, RI and has over 31 years of experience in the finance industry.

6
Karin E. Coulter
CRD#: 2685649
101 Dyer Street, 4th Floor, Providence, RI 02903

Karin Coulter (CRD# 2685649) is an Investment Advisor Representative working at Crestwood Advisors in Providence, RI and has over 8 years of experience in the finance industry.

7
Paige M. Earls
CRD#: 5876000
One Liberty Square, Suite 500, Boston, MA 02109

Paige Earls (CRD# 5876000) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 11 years of experience in the finance industry.

8
Michael A. Eckton
CRD#: 1969077
One Liberty Square, Suite 500, Boston, MA 02109

Michael Eckton (CRD# 1969077) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 34 years of experience in the finance industry.

9
Kayla C. Holland
CRD#: 6101021
One Liberty Square, Suite 500, Boston, MA 02109

Kayla Holland (CRD# 6101021) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 9 years of experience in the finance industry.

10
Leigh B. Hurd
CRD#: 2821591
One Liberty Square, Suite 500, Boston, MA 02109

Leigh Hurd (CRD# 2821591) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 27 years of experience in the finance industry.

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