James Michael Doogan

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

• 04/2021 → Present
  Wealth Enhancement Group
  Boston, MA
• 04/2021 → Present
  Wealth Enhancement Advisory Services
  Boston, MA
• 11/2020 → 04/2021
  North American Management
  Boston, MA
• 09/2014 → 11/2020
  Loring Wolcott And Coolidge
  Boston, MA
• 04/2023 → Present
  Crestwood Advisors Group, Llc
  Boston, MA

Previous Registrations

• 2022-09-27 → 2023-04-14
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Boston, MA

Designations

• Chartered Financial Analyst

Other Names

• James Doogan