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

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.

AdvisorFromToTypeLeftRegistered
Aidan Christopher ReedBridgelight Financial Advisors, Inc independent RIACrestwood Advisors independent RIARIA to RIAJul 27, 2026May 27, 2026
Hilary Nmn ChampagneTfc Financial Management Inc independent RIACrestwood Advisors independent RIARIA to RIAMay 29, 2026Jun 24, 2026
Madison McauliffeJ.P. Morgan Securities LLC wirehouseCrestwood Advisors independent RIAWirehouse to independent RIAMar 15, 2026Apr 2, 2026
Alexander Joseph MatuschakGw&K Investment Management, LLC independent RIACrestwood Advisors independent RIARIA to RIAJan 7, 2026Jan 13, 2026
Ryan Ward StanickEquitable Advisors, LLC national BDCrestwood Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 11, 2025Dec 19, 2025
Alexander DobeckiTd Private Client Wealth LLC BD affiliatedCrestwood Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2025Jun 16, 2025
Peter R MakoMorgan Stanley wirehouseCrestwood Advisors independent RIAWirehouse to independent RIAMay 16, 2025May 5, 2025
William Nechtem SwerdlickRaymond James Financial Services Advisors, Inc BD affiliatedCrestwood Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2025Jul 3, 2025 (77 d)
Alexander Stephen LapointeRwa Wealth Partners independent RIACrestwood Advisors independent RIARIA to RIANov 22, 2024Dec 16, 2024
Madison Nicole McnamaraVanguard Advisers, Inc. BD affiliatedCrestwood Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 4, 2024Sep 24, 2024
J Michael CostelloEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIAOct 5, 2023Sep 19, 2023
Peter James CorsiEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIASep 26, 2023Sep 19, 2023
Karin Elizabeth Isherwood CoulterEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIASep 26, 2023Sep 15, 2023
Donald Jerome ClarkeEndurance Wealth Management, Inc. independent RIACrestwood Advisors independent RIARIA to RIASep 26, 2023Sep 14, 2023
Paul Louis GaudioOuellette Wealth Advisory LLC independent RIACrestwood Advisors independent RIARIA to RIASep 1, 2023Oct 26, 2023 (55 d)
Timothy Steven ParadisFidelity Personal And Workplace Advisors BD affiliatedCrestwood Advisors independent RIAAffiliated broker-dealer or bank to independent RIAApr 25, 2023Apr 10, 2023
James Michael DooganWealth Enhancement Advisory Services, LLC independent RIACrestwood Advisors independent RIARIA to RIAApr 14, 2023Apr 25, 2023
Janie Marie MonroeCerity Partners LLC independent RIACrestwood Advisors independent RIARIA to RIAApr 10, 2023Mar 27, 2023
Alina OsokhovskaBeacon Financial Planning, Inc independent RIACrestwood Advisors independent RIARIA to RIAMar 13, 2023Mar 27, 2023
Alexandra Michelle BlakeNext Capital Management LLC independent RIACrestwood Advisors independent RIARIA to RIAJul 14, 2022Jul 20, 2022
Benjamin Paul RamseyBalanced Rock Investment Advisors independent RIACrestwood Advisors independent RIARIA to RIANov 16, 2021May 25, 2022 (190 d)
Christopher Michael AutenRzh Advisors LLC independent RIACrestwood Advisors independent RIARIA to RIAAug 4, 2021Sep 22, 2021 (49 d)
Gregory Francis McsweeneyBainco International Investors LLC independent RIACrestwood Advisors independent RIARIA to RIAMar 23, 2020Apr 29, 2020 (37 d)
Laurie E StefanowiczCatamount Wealth Management independent RIACrestwood Advisors independent RIARIA to RIAJul 29, 2019Jul 26, 2019
Traci Ann ProvostCatamount Wealth Management independent RIACrestwood Advisors independent RIARIA to RIAJul 29, 2019Jul 24, 2019
Susan Cheswick BrewerMacguire, Cheswick & Tuttle Investment Counsel LLC independent RIACrestwood Advisors independent RIARIA to RIAApr 24, 2019May 3, 2019
David Pierson TuttleMacguire, Cheswick & Tuttle Investment Counsel LLC independent RIACrestwood Advisors independent RIARIA to RIAApr 24, 2019Apr 30, 2019
Hillary Rose UrbancicMorgan Stanley wirehouseCrestwood Advisors independent RIAWirehouse to independent RIAApr 2, 2019Mar 30, 2021 (728 d)
Kayla Christine HammenBainco International Investors LLC independent RIACrestwood Advisors independent RIARIA to RIAOct 3, 2018Nov 14, 2018 (42 d)
Luke Benjamin NeumannNorth Berkeley Wealth Management, LLC otherCrestwood Advisors otherOtherJan 3, 2018Nov 29, 2017
Steven Lee JacobsmeierHeritage Financial Services otherCrestwood Advisors otherOtherNov 9, 2016May 23, 2017 (195 d)
Peter Thurston MaloneColumbia Management Investment Advisers, LLC otherCrestwood Advisors independent RIAOtherFeb 10, 2016Oct 3, 2019 (1331 d)
Paige Martin EarlsTwin Focus Capital Partners, LLC otherCrestwood Advisors otherOtherSep 21, 2015Feb 28, 2017 (526 d)
Ryan Gerard KennyBarclays Capital Inc. otherCrestwood Advisors otherOtherDec 12, 2014May 25, 2017 (895 d)
Jason David HendricksBanc Of America Investment Services, Inc. unclassifiedCrestwood Advisors independent RIAOtherMar 26, 2009Aug 29, 2022 (4904 d)
Roberto PalladinoJohn Hancock Distributors LLC unclassifiedCrestwood Advisors independent RIAOtherJul 7, 2005Apr 17, 2023 (6493 d)
John Reid IngramExcalibur Management Corp otherCrestwood Advisors independent RIAOtherNov 5, 2004Dec 11, 2018 (5149 d)
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37 moves match.