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Crestwood Advisors financial advisors in Connecticut
Every SEC-registered investment adviser representative at a Crestwood Advisors office in Connecticut, by city and A to Z.
The short answer
8 registered advisors work at Crestwood Advisors in Connecticut, out of 38 nationwide; it's the firm's number 2 state by advisors, and the most are in Darien (4). 3 list the CFP designation and 0 are also registered broker representatives.
Crestwood Advisors advisors by city in Connecticut
Every firm in Connecticut →Crestwood Advisors advisors in Connecticut, A to Z
Search by name →- Alexandra M. BlakeWestport
- Susan C. BrewerDarien
- Jason D. HendricksDarien · Certified Financial Planner
- Peter R. MakoDarien · Certified Financial Planner
- Roberto PalladinoDarien · Chartered Financial Analyst
- Timothy S. ParadisDarien · Certified Financial Planner
- Aidan C. ReedDarien
- David P. TuttleDarien · Chartered Financial Analyst
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Crestwood Advisors in other states
Questions
How many Crestwood Advisors financial advisors are in Connecticut?
8 investment adviser representatives are registered at Crestwood Advisors offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 38 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Connecticut does Crestwood Advisors have the most advisors?
Darien, with 4. Crestwood Advisors has advisors in 1 city in Connecticut.
How do I check a Crestwood Advisors advisor in Connecticut?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Crestwood Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.