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James Michael Doogan

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
MA RA APPROVED 2023-04-25
  • MA RA
    APPROVED
    Since 2023-04-25

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

View on SEC IAPD

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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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