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Paul Louis Gaudio

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 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
OrganizationCityStateFromTo
Ouellette Wealth Advisory, Llc Lexington MA 06/2017 08/2023
College Of The Holy Cross Worcester MA 09/2013 05/2017
Triad Advisors Norcross GA 06/2017 08/2023
Crestwood Advisors Group, Llc Boston MA 09/2023 Present
  • 06/2017 → 08/2023
    Ouellette Wealth Advisory, Llc
    Lexington, MA
  • 09/2013 → 05/2017
    College Of The Holy Cross
    Worcester, MA
  • 06/2017 → 08/2023
    Triad Advisors
    Norcross, GA
  • 09/2023 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-01-27
S65 Uniform Investment Adviser Law Examination 2019-05-13
  • S63 Uniform Securities Agent State Law Examination
    2020-01-27
  • S65 Uniform Investment Adviser Law Examination
    2019-05-13
Designations

View on SEC IAPD

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Other Investors

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JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

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

More in Boston, MA

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