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John Ward Morris

CRESTWOOD ADVISORS LLC·BOSTON, Massachusetts
Unclaimed Profile
50 FEDERAL STREET, BOSTON, MA 02110CRD# 2024822Firm CRD# 125361
01

About

John Ward Morris is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CRESTWOOD ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CRESTWOOD ADVISORS LLC
CRESTWOOD ADVISORS LLC
AUM
$1.3B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at CRESTWOOD ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2024822
Firm CRD# 125361
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Ward Morris offer?
John Ward Morris specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are John Ward Morris's credentials?
John Ward Morris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Ward Morris located?
John Ward Morris is based in BOSTON, Massachusetts, working with CRESTWOOD ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does John Ward Morris charge for services?
John Ward Morris's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTWOOD ADVISORS LLC?
CRESTWOOD ADVISORS LLC has approximately 23 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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