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Alexander Joseph Matuschak

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 2026-01-13
  • MA RA
    APPROVED
    Since 2026-01-13

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
Gw&K Investment Company Boston MA 11/2018 12/2025
Cambridge Associates Boston MA 12/2016 11/2018
State Street Boston MA 06/2015 12/2016
Amg Distributors, Inc. Stamford CT 04/2024 12/2025
Crestwood Advisors Boston MA 01/2026 Present
  • 11/2018 → 12/2025
    Gw&K Investment Company
    Boston, MA
  • 12/2016 → 11/2018
    Cambridge Associates
    Boston, MA
  • 06/2015 → 12/2016
    State Street
    Boston, MA
  • 04/2024 → 12/2025
    Amg Distributors, Inc.
    Stamford, CT
  • 01/2026 → Present
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
S63 Uniform Securities Agent State Law Examination 2024-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29
  • S63 Uniform Securities Agent State Law Examination
    2024-08-22
Other Names
  • Alexander Matuschak

View on SEC IAPD

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