Unclaimed Profile

John Ward Morris

CRESTWOOD ADVISORS LLC·BOSTON, Massachusetts

Series 7, Series 63, Series 65Clean record18 years registeredCRESTWOOD ADVISORS LLC

50 FEDERAL STREET, BOSTON, MA 02110CRD# 2024822Firm CRD# 125361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Ward Morris · BOSTON, MA

Registration

CRD #2024822 · CRESTWOOD ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

CRESTWOOD ADVISORS

Feb 2017 – present

CRESTWOOD ADVISORS LLC

Jan 2008 – Jan 2017

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 17, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESTWOOD ADVISORS LLC

CRD 125361 · SEC 801-62000

AUM

$1.3B

Regulatory assets under management

Employees

1,596 client accounts

Services offered by CRESTWOOD ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CRESTWOOD ADVISORS LLC →

Introduction

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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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