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AB
CFP
AB
CFP
Aaron Micah Beltrami
Crestwood Advisors
24 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
High Net Worth
Crestwood Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
36 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$7.0B
Fee Structure
Minimum Investment:
$1M
Financial Planning:
Included in AUM fee
Investment Management
Planning
Minimum Annual Fee:
$10,000
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Location
One Liberty Square, Suite 500, Boston, MA, 02109
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Customer Dispute
January 2007
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Crestwood Advisors
February 2017 - Present · 9 yrs
Previous Registrations
Crestwood Advisors LLC
September 2008 - January 2017 · 8 yrs 4 mos
Strategic Advisers, INC.
January 2001 - September 2008 · 7 yrs 8 mos
State Registrations
1 state
MA
Advisor
Exams
No exam information available for this advisor.