DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Crestwood Advisors LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alyson Lynn Nickse | Emerson Investment Management LLC other | Crestwood Advisors LLC other | Other | Oct 8, 2012 | Nov 13, 2012 (36 d) |
| Aaron Micah Beltrami | Strategic Advisers LLC national BD | Crestwood Advisors LLC other | Other | Sep 23, 2008 | Sep 26, 2008 |
| Robert Gilmore Ix | Loomis, Sayles & Company, L.P. other | Crestwood Advisors LLC other | Other | Aug 19, 2005 | Jun 20, 2007 (670 d) |
| Leigh Breitman Hurd | Columbia Management Advisors, Inc. unclassified | Crestwood Advisors LLC other | Other | Sep 8, 2004 | Aug 5, 2013 (3253 d) |
| Michael Arthur Eckton | Bingham Legg Advisers LLC unclassified | Crestwood Advisors LLC other | Other | Apr 22, 2003 | Sep 24, 2003 (155 d) |
Page 1 of 1
5 moves match.