Inactive

Logan Ribeiro

Crestwood Advisors

CRD 6954562

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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

Authority	Category	Status	Date
MA	RA	APPROVED	2023-10-26

MA RA
APPROVED

Since 2023-10-26

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

Organization	City	State	From	To
Ameriprise Financial Services, Llc	San Francisco	CA	09/2020	08/2023
Ameriprise Financial Services, Llc	Cranston	RI	05/2018	09/2020
Bryant University	Smithfield	RI	09/2016	05/2018
Crestwood Advisors Group, Llc	Boston	MA	09/2023	Present

09/2020 → 08/2023

Ameriprise Financial Services, Llc

San Francisco, CA
05/2018 → 09/2020

Ameriprise Financial Services, Llc

Cranston, RI
09/2016 → 05/2018

Bryant University

Smithfield, RI
09/2023 → Present

Crestwood Advisors Group, Llc

Boston, MA

Designations

Certified Financial Planner

View on SEC IAPD

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Nearby Investors

JOSHUA WEBSTER JONES

STEPHEN ELLSWORTH JOHNSON

Nearby Offices

COHERE CAPITAL · BOSTON, MA

BAYPINE HOLDINGS LP · BOSTON, MA

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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