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Luke Benjamin Neumann

Crestwood Advisors

Boston, MA

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Current Employers
Crestwood Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2017-11-29
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2017-11-29

Branch Locations

One Liberty Square Suite 500, Boston, MA 02109 • 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
North Berkeley Investment Partners, Llc Berkeley CA 01/2014 05/2017
Crestwood Advisors Group, Llc Boston MA 10/2017 Present
Unemployed Boston MA 06/2017 09/2017
  • 01/2014 → 05/2017
    North Berkeley Investment Partners, Llc
    Berkeley, CA
  • 10/2017 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
  • 06/2017 → 09/2017
    Unemployed
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-01
  • S65 Uniform Investment Adviser Law Examination
    2015-07-01
Designations

View on SEC IAPD

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