Susan Cheswick Brewer

$8.02B regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars
FAMILY OFFICE CONSULTING, CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

One Liberty Square Suite 500, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2019-05-03

Branch Locations

One Liberty Square Suite 500, Boston, MA 02109 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Macguire, Cheswick & Tuttle Investment Counsel Llc	Darien	CT	02/2009	03/2019
Crestwood Advisors Group, Llc	Boston	MA	04/2019	Present

02/2009 → 03/2019

Macguire, Cheswick & Tuttle Investment Counsel Llc

Darien, CT
04/2019 → Present

Crestwood Advisors Group, Llc

Boston, MA

2009-03-03 → 2019-04-24

Macguire, Cheswick & Tuttle Investment Counsel Llc

Darien, CT
2006-07-31 → 2009-10-27

Wright Private Asset Management Llc

Shelton, CT
1997-06-12 → 2006-07-28

Cheswick Investment Co Incorporated

Rowayton, CT

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-06-05

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