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One Liberty Square Suite 500, Boston, MA 02109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-05-03 |
Branch Locations
1020 Boston Post Road Ste 220, Darien, CT 06820 • United States
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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-05 |
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