Leigh Breitman Hurd

Employer firm

Crestwood Advisors CRD 286243

$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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 12/2016
  Crestwood Advisors Llc
  Boston, MA
• 01/2017 → Present
  Crestwood Advisors Group, Llc
  Boston, MA

Previous Registrations

• 2013-08-05 → 2017-01-31
  Crestwood Advisors Llc
  Boston, MA
• 2003-09-08 → 2004-09-08
  Columbia Management Advisors, Inc.
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-11-22

Designations

• Chartered Financial Analyst

Other Names

• Leigh Heidi Breitman
• Leigh Breitman