TrueAdvisor
TrueAdvisor
AL
AL

Alexander Stephen Lapointe

Crestwood Advisors
17 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh 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
Minimum Annual Fee:$10,000

Location

One Liberty Square, Suite 500, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Crestwood Advisors
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Rwa Wealth Partners
November 2013 - November 2024 · 11 yrs
Columbia Management Investment Advisers, LLC
May 2010 - April 2013 · 2 yrs 11 mos
Columbia Management Advisors, LLC
December 2007 - May 2010 · 2 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.