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CRESTWOOD ADVISORS GROUP, LLC, CRD 286243
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT GILMORE IX | Chartered Financial Analyst | BOSTON, MA | 9 | 23 | 2 | no |
| MICHAEL ARTHUR ECKTON | Chartered Financial Analyst | BOSTON, MA | 9 | 36 | 2 | no |
| JOHN WARD MORRIS | n/a | BOSTON, MA | 9 | 36 | 1 | no |
| LEIGH BREITMAN HURD | Chartered Financial Analyst | BOSTON, MA | 9 | 29 | 2 | no |
| ALYSON LYNN NICKSE | Certified Financial Planner | BOSTON, MA | 9 | 23 | 2 | no |
| LEAH RACHEL SCIABARRASI | Certified Financial Planner | BOSTON, MA | 9 | 23 | 1 | no |
| AARON MICAH BELTRAMI | Certified Financial Planner | BOSTON, MA | 9 | 29 | 2 | no |
| PAIGE MARTIN EARLS | Certified Financial Planner | Cornelius, NC | BOSTON, MA | 9 | 13 | 2 | no |
| William Frederick Spencer | Certified Financial Planner | BOSTON, MA | 9 | 10 | n/a | no |
| RYAN GERARD KENNY | Chartered Financial Analyst | BOSTON, MA | 9 | 18 | 1 | no |
| LUKE BENJAMIN NEUMANN | Certified Financial Planner | BOSTON, MA | 8 | 12 | 1 | no |
| KAYLA CHRISTINE Hammen | n/a | BOSTON, MA | 7 | 12 | 1 | no |
| JOHN REID INGRAM | Chartered Financial Analyst | BOSTON, MA | 7 | 28 | 1 | no |
| DAVID PIERSON TUTTLE | Chartered Financial Analyst | Darien, CT | BOSTON, MA | 7 | 26 | 3 | no |
| SUSAN CHESWICK BREWER | n/a | Darien, CT | BOSTON, MA | 7 | 29 | 3 | no |
| PETER THURSTON MALONE | Chartered Financial Analyst | BOSTON, MA | 6 | 15 | 2 | no |
| GREGORY Francis MCSWEENEY | Chartered Financial Analyst | BOSTON, MA | 6 | 21 | 1 | no |
| HILLARY ROSE URBANCIC | n/a | BOSTON, MA | 5 | 14 | 2 | no |
| Brandon Lozier | n/a | BOSTON, MA | 4 | 11 | n/a | no |
| ALEXANDRA MICHELLE BLAKE | n/a | BOSTON, MA | Westport, CT | 4 | 17 | 2 | no |
| JASON DAVID HENDRICKS | Certified Financial Planner | BOSTON, MA | Darien, CT | 4 | 20 | 2 | no |
| TIMOTHY STEVEN PARADIS | Certified Financial Planner | Darien, CT | 3 | 20 | 4 | no |
| Roberto Palladino | Chartered Financial Analyst | Darien, CT | 3 | 23 | 1 | no |
| James Michael Doogan | Chartered Financial Analyst | BOSTON, MA | 3 | 12 | 1 | no |
| KARIN ELIZABETH ISHERWOOD COULTER | n/a | Providence, RI | 3 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ECKTON, MICHAEL, ARTHUR | Ceo | Na | yes | 01/2017 | Jun 11, 2026 | Jun 11, 2026 |
| FOCUS OPERATING, LLC | Member | E | yes | 01/2017 | Jun 11, 2026 | Jun 11, 2026 |
| SCIABARRASI, LEAH, RACHEL | President | Na | yes | 01/2024 | Jun 11, 2026 | Jun 11, 2026 |
| TREIBLE, ROY, DONALD | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2017 | Jun 11, 2026 | Jun 11, 2026 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| CLAYTON DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Mar 29, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER, CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 25, 2023 | Mar 29, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | Aug 24, 2018 | Mar 29, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | Jan 13, 2017 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | n/a | Independent wealth | $49B | N | yes | n/a |
| FOCUS RISK SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Darien | Ct | United States | 5 | no |
| Providence | Ri | United States | 5 | no |
| Boulder | Co | United States | 1 | no |
| Westport | Ct | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 4, 2026 | $8.0B | $8.0B | 64 | 56 | 4 | n/a | n/a |
| 2024 | Mar 25, 2025 | $7.0B | $6.8B | 61 | 55 | 5 | n/a | n/a |
| 2023 | Mar 18, 2024 | $5.7B | $5.6B | 57 | 46 | 4 | n/a | n/a |
| 2022 | Mar 28, 2023 | $4.1B | $4.0B | 43 | 35 | 3 | n/a | n/a |
| 2021 | Mar 29, 2022 | $5.0B | $4.9B | 42 | 35 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $4.0B | $3.9B | 39 | 33 | 2 | n/a | n/a |
| 2019 | Mar 29, 2020 | $3.3B | $3.2B | 36 | 27 | 2 | n/a | n/a |
| 2018 | Mar 28, 2019 | $1.8B | $1.8B | 24 | 19 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $1.8B | $1.8B | 23 | 20 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 2 | 3 | 5.0% | 1 | 0 | 0 | 11 | 6 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $8.0B | $7.0B | 14.3% | $4.1B | 25.5% | 64 | 61 | 4 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT, INC. | 4 | Sep 26, 2023 | Sep 19, 2023 | PROVIDENCE, RI | Firm absorbed | RIA to RIA | 100.0% |
| CATAMOUNT WEALTH MANAGEMENT | 2 | Jul 29, 2019 | Jul 26, 2019 | WESTPORT, CT | Team lift out | RIA to RIA | 100.0% |
| MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 2 | Apr 24, 2019 | May 3, 2019 | DARIEN, CT | Team lift out | RIA to RIA | 100.0% |
| CRESTWOOD ADVISORS LLC | 7 | Jan 31, 2017 | Feb 14, 2017 | BOSTON, MA | Firm absorbed | Other | 100.0% |