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Brandon Lozier

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 2022-05-31
  • MA RA
    APPROVED
    Since 2022-05-31

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
State Street Boston MA 02/2015 10/2016
Crestwood Advisors Group Llc Boston MA 11/2016 Present
  • 02/2015 → 10/2016
    State Street
    Boston, MA
  • 11/2016 → Present
    Crestwood Advisors Group Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-27
  • S65 Uniform Investment Adviser Law Examination
    2022-05-27

View on SEC IAPD

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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
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