Inactive

Hilary Nmn Champagne

Crestwood Advisors

CRD 7989709

Claim This Profile

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	2026-06-24

MA RA
APPROVED

Since 2026-06-24

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
Tfc Financial Management Inc	Boston	MA	04/2022	05/2026
Cibc Private Wealth	Boston	MA	11/2015	04/2022
Crestwood Advisors Group, Llc	Boston	MA	06/2025	Present

04/2022 → 05/2026

Tfc Financial Management Inc

Boston, MA
11/2015 → 04/2022

Cibc Private Wealth

Boston, MA
06/2025 → Present

Crestwood Advisors Group, Llc

Boston, MA

Previous Registrations

2024-11-18 → 2026-05-29

Tfc Financial Management Inc

Boston, MA

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

BAYPINE HOLDINGS LP

GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.

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

More in Boston, MA

Reviews

No reviews yet

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor