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Alexander Stephen Lapointe

Crestwood Advisors

Boston, MA

CRD 5133801

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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

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-16
  • MA RA
    APPROVED
    Since 2024-12-16

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
Adviser Investments Llc Newton MA 11/2013 Present
  • 11/2013 → Present
    Adviser Investments Llc
    Newton, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-07
  • S66 Uniform Combined State Law Examination
    2006-09-07
Other Names
  • Alexander Stephen Lapointe
  • Alexander Stephen La Pointe

View on SEC IAPD

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
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