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Roberto Palladino

Crestwood Advisors

Darien, CT

CRD 4613488

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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:

Current Employers
Crestwood Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-04-17
  • CT RA
    APPROVED
    Since 2023-04-17

Branch Locations

1020 Boston Post Road, Ste 220, Darien, CT 06820 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America Na Greenwich CT 11/2015 07/2021
Jordan Park Group New York NY 07/2021 04/2023
Crestwood Advisors Westport CT 04/2023 Present
  • 11/2015 → 07/2021
    Bank Of America Na
    Greenwich, CT
  • 07/2021 → 04/2023
    Jordan Park Group
    New York, NY
  • 04/2023 → Present
    Crestwood Advisors
    Westport, CT
Previous Registrations
  • 2005-06-10 → 2005-07-07
    John Hancock Distributors Llc
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-06-09
S63 Uniform Securities Agent State Law Examination 2003-06-24
  • S65 Uniform Investment Adviser Law Examination
    2005-06-09
  • S63 Uniform Securities Agent State Law Examination
    2003-06-24
Designations
  • Chartered Financial Analyst
Other Names
  • Robert Peter Palladino

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · DARIEN, CT
CRESTWOOD ADVISORS · Darien, CT
CRESTWOOD ADVISORS · Darien, CT

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