TrueAdvisor
TrueAdvisor
HU
HU

Hillary Rose Urbancic

Crestwood Advisors
8 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
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Morgan Stanley
October 2016 - April 2019 · 2 yrs 6 mos
Morgan StanleyBroker
October 2016 - April 2019 · 2 yrs 6 mos
Wells Fargo Advisors, LLC
March 2016 - October 2016 · 7 mos
Wells Fargo Advisors, LLCBroker
April 2015 - October 2016 · 1 yr 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.