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Madison Mcauliffe

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 2026-04-02
  • MA RA
    APPROVED
    Since 2026-04-02

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
First Republic Investment Management, Inc Boston MA 11/2022 Present
First Republic Securities Company, Llc Boston MA 12/2022 09/2023
Bny Mellon Wealth Management Boston MA 06/2021 11/2022
Procursys Boston MA 05/2020 05/2021
Connecticut College New London CT 08/2017 05/2021
Winchester High School Winchester MA 08/2013 05/2017
J.P. Morgan Securities Llc Boston MA 09/2023 Present
Jp Morgan Chase Bank, N.A. Boston NY 10/2023 Present
  • 11/2022 → Present
    First Republic Investment Management, Inc
    Boston, MA
  • 12/2022 → 09/2023
    First Republic Securities Company, Llc
    Boston, MA
  • 06/2021 → 11/2022
    Bny Mellon Wealth Management
    Boston, MA
  • 05/2020 → 05/2021
    Procursys
    Boston, MA
  • 08/2017 → 05/2021
    Connecticut College
    New London, CT
  • 08/2013 → 05/2017
    Winchester High School
    Winchester, MA
  • 09/2023 → Present
    J.P. Morgan Securities Llc
    Boston, MA
  • 10/2023 → Present
    Jp Morgan Chase Bank, N.A.
    Boston, NY
Previous Registrations
  • 2023-10-12 → 2026-03-15
    J.P. Morgan Securities Llc
    Boston, MA
    Boston, MA
    Boston, MA
  • 2023-04-19 → 2025-03-20
    J.P. Morgan Private Wealth Advisors Llc
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-12
  • S66 Uniform Combined State Law Examination
    2023-04-12
Designations
Other Names
  • Madison Sara Mcauliffe

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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