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Michael Arthur Eckton

CRESTWOOD ADVISORS GROUP, LLC·BOSTON, Massachusetts
Series 7, Series 63, Series 65Clean record24 years registeredCRESTWOOD ADVISORS GROUP, LLC
ONE LIBERTY SQUARE, BOSTON, MA 02109CRD# 1969077Firm CRD# 286243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Arthur Eckton · BOSTON, MA
Registration
CRD #1969077 · CRESTWOOD ADVISORS GROUP, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CRESTWOOD ADVISORS
Feb 2017 – present
CRESTWOOD ADVISORS LLC
Sep 2003 – Jan 2017
BOSTON, MA
BINGHAM LEGG ADVISERS LLC
Aug 2001 – Apr 2003
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 18, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRESTWOOD ADVISORS GROUP, LLC
CRD 286243 · SEC 801-108983
AUM
$5.7B
Regulatory assets under management
Employees
57
5,231 client accounts
Services offered by CRESTWOOD ADVISORS GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CRESTWOOD ADVISORS GROUP, LLC →
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05

Frequently Asked Questions

What services does Michael Arthur Eckton offer?
Michael Arthur Eckton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Michael Arthur Eckton's credentials?
Michael Arthur Eckton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Arthur Eckton located?
Michael Arthur Eckton is based in BOSTON, Massachusetts, working with CRESTWOOD ADVISORS GROUP, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Michael Arthur Eckton charge for services?
Michael Arthur Eckton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESTWOOD ADVISORS GROUP, LLC?
CRESTWOOD ADVISORS GROUP, LLC has approximately 57 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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