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CRESTWOOD ADVISORS LLC
CRESTWOOD ADVISORS LLC
BOSTON, Massachusetts
·
4 registered advisors
·
CRD# 125361
SEC# 801-62000
617-523-8880
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CRESTWOOD ADVISORS LLC
4 registered advisors
Aaron Micah Beltrami
BOSTON, Massachusetts
CRD# 2905412
John Ward Morris
BOSTON, Massachusetts
CRD# 2024822
Leah Rachel Sciabarrasi
BOSTON, Massachusetts
CRD# 5633349
Robert Gilmore Ix
BOSTON, Massachusetts
CRD# 1760062
05
Office Locations
BOSTON, Massachusetts
4 advisors
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Data sourced from SEC Form ADV filings. CRESTWOOD ADVISORS LLC (CRD# 125361) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.