Aaron Micah Beltrami

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

• 08/2008 → 12/2016
  Crestwood Advisors, Llc
  Boston, MA
• 01/2017 → Present
  Crestwood Advisors Group, Llc
  Boston, MA

Previous Registrations

• 2008-09-26 → 2017-01-31
  Crestwood Advisors Llc
  Boston, MA
• 2001-01-01 → 2008-09-23
  Strategic Advisers Llc
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2000-10-03
• S63 Uniform Securities Agent State Law Examination
  1997-07-25

Designations

• Certified Financial Planner