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Timothy Steven Paradis

Crestwood Advisors

Darien, CT

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Current Employers
Crestwood Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-04-10
  • CT RA
    APPROVED
    Since 2023-04-10

Branch Locations

1020 Boston Post Road, Ste220, 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
Fidelity Investments Merrimack NH 08/2006 03/2023
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2023
Crestwood Advisors Group, Llc Boston MA 04/2023 Present
  • 08/2006 → 03/2023
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 03/2023
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 04/2023 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2023-04-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-10-06 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
    Nashua, NH
  • 2013-05-15 → 2014-08-08
    Bcas
    Bedford, NH
  • 2008-08-07 → 2013-03-28
    Strategic Advisers Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-24
S63 Uniform Securities Agent State Law Examination 2006-12-15
  • S66 Uniform Combined State Law Examination
    2008-07-24
  • S63 Uniform Securities Agent State Law Examination
    2006-12-15
Designations
Other Names
  • Timothy S Paradis

View on SEC IAPD

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