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Robert Gilmore Ix

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 2017-02-13
  • MA RA
    APPROVED
    Since 2017-02-13

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
Crestwood Advisors, Llc Boston MA 08/2005 12/2016
Crestwood Advisors Group, Llc Boston MA 01/2017 Present
  • 08/2005 → 12/2016
    Crestwood Advisors, Llc
    Boston, MA
  • 01/2017 → Present
    Crestwood Advisors Group, Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-03-12
  • S63 Uniform Securities Agent State Law Examination
    2003-03-12
Designations

View on SEC IAPD

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