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Leah Rachel Sciabarrasi

CRESTWOOD ADVISORS LLC·BOSTON, Massachusetts
Clean record17 years registeredCRESTWOOD ADVISORS LLC
50 FEDERAL STREET, BOSTON, MA 02110CRD# 5633349Firm CRD# 125361

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leah Rachel Sciabarrasi · BOSTON, MA
Registration
CRD #5633349 · CRESTWOOD ADVISORS LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

Feb 2017present
Jan 2009Jan 2017
BOSTON, MA
Jan 2009Jan 2009
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · January 14, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRESTWOOD ADVISORS LLC
CRD 125361 · SEC 801-62000
AUM
$1.3B
Regulatory assets under management
Employees
23
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
Introduction

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05

Frequently Asked Questions

What services does Leah Rachel Sciabarrasi offer?
Leah Rachel Sciabarrasi specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOSTON, Massachusetts for a consultation.
What are Leah Rachel Sciabarrasi's credentials?
Leah Rachel Sciabarrasi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leah Rachel Sciabarrasi located?
Leah Rachel Sciabarrasi is based in BOSTON, Massachusetts, working with CRESTWOOD ADVISORS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Leah Rachel Sciabarrasi charge for services?
Leah Rachel Sciabarrasi'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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