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Inactive

Peter R Mako

Crestwood Advisors

Boston, MA

Darien, CT

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Current Employers
Crestwood Advisors

One Liberty Square Suite 500, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-05-05
  • CT RA
    APPROVED
    Since 2025-05-05

Branch Locations

One Liberty Square Suite 500, Boston, MA 02109 • United States

23 Old Kings Hwy S, Darien, CT 06820 • 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
Allied Universal White Plains NY 09/2016 04/2018
Pelham Bay And Split Rock Golf Course Bronx NY 03/2012 09/2016
Axa Advisors New York NY 07/2015 09/2016
Jpmorgan Chase Bank N.A. New York NY 04/2018 04/2019
Jpmorgan Securities Llc New York NY 04/2018 04/2019
Hsbc Bank Usa, N.A. New York NY 04/2019 10/2019
Hsbc Securities Usa, Inc. New York NY 05/2019 10/2019
Fidelity Brokerage Services Llc Fairfield CT 12/2019 11/2024
Morgan Stanley New York NY 11/2024 05/2025
Crestwood Advisors Group, Llc Boston MA 05/2025 Present
  • 09/2016 → 04/2018
    Allied Universal
    White Plains, NY
  • 03/2012 → 09/2016
    Pelham Bay And Split Rock Golf Course
    Bronx, NY
  • 07/2015 → 09/2016
    Axa Advisors
    New York, NY
  • 04/2018 → 04/2019
    Jpmorgan Chase Bank N.A.
    New York, NY
  • 04/2018 → 04/2019
    Jpmorgan Securities Llc
    New York, NY
  • 04/2019 → 10/2019
    Hsbc Bank Usa, N.A.
    New York, NY
  • 05/2019 → 10/2019
    Hsbc Securities Usa, Inc.
    New York, NY
  • 12/2019 → 11/2024
    Fidelity Brokerage Services Llc
    Fairfield, CT
  • 11/2024 → 05/2025
    Morgan Stanley
    New York, NY
  • 05/2025 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-05-16
    Morgan Stanley
    New York, NY
  • 2021-04-19 → 2024-10-30
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-06
S63 Uniform Securities Agent State Law Examination 2018-06-05
  • S65 Uniform Investment Adviser Law Examination
    2020-07-06
  • S63 Uniform Securities Agent State Law Examination
    2018-06-05
Designations
Other Names
  • Peter Richard Mako
  • Peter Mako

View on SEC IAPD

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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

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