This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CRESTWOOD ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jun 5, 2018

First registration

Apr 19, 2021

Dual registered

no

Other names

Peter Richard Mako|PETER MAKO

IAPD individual key

6943373

• Occurred

  May 16, 2025
  Advisor changed firm

  Peter R Mako left Morgan Stanley for Crestwood Advisors (registered 2025-05-05)

  Form ADVobserved 6 days ago
• Occurred

  Oct 30, 2024
  Advisor changed firm

  Peter R Mako left Fidelity Personal And Workplace Advisors for Morgan Stanley (registered 2024-11-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a24bc82e-36d6-8a7c-87e4-904d38168317

First observed

Apr 19, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.