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).
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Total Assets Under Management5,692MILLION
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Total Number of Accounts5,231ACCOUNTS
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Average Account Value$1,088,172
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT
John Ingram (CRD# 4434232) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has 1 year of experience in the finance industry.
Robert Ix (CRD# 1760062) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 21 years of experience in the finance industry.
Ryan Kenny (CRD# 5552849) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 15 years of experience in the finance industry.
Peter Malone (CRD# 5836463) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 13 years of experience in the finance industry.
Gregory McSweeney (CRD# 4685008) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 18 years of experience in the finance industry.
John Morris (CRD# 2024822) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 34 years of experience in the finance industry.
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.
Alyson Nickse (CRD# 4448683) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has over 21 years of experience in the finance industry.
Timothy Paradis (CRD# 5220778) is an Investment Advisor Representative working at Crestwood Advisors in Darien, CT and has over 17 years of experience in the finance industry.
Leah Sciabarrasi (CRD# 5633349) is an Investment Advisor Representative working at Crestwood Advisors in Boston, MA and has 1 year of experience in the finance industry.