Gregory
Mcsweeney
Crestwood Advisors
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About this Advisor
Gregory Mcsweeney is a chartered financial analyst working in Boston, Massachusetts who has 3 years of industry experience. Mcsweeney is currently employed by Crestwood Advisors. During their career, Mcsweeney has held roles at Bainco International Investors LLC, Steinberg Asset Management and Crestwood Advisors Group, LLC. Mcsweeney holds a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Massachusetts. Crestwood Advisors is an advisory company based in Boston, MA. The company has offices in three locations and a total of 43 financial advisors. It oversees $4 billion in total assets among its 4,213 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to three charities and foundations. Of its 4,213 client accounts, 70% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Crestwood Advisors has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules typically are based on which services the firm provides the client. Fee types charged by Crestwood Advisors likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crestwood Advisors Brokerage Details
$4,057,189,857
43
4,213
$963,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Gregory Mcsweeney Work History
Gregory has been registered as a financial advisor for 3 years.*
Crestwood Advisors Group, LLC
Bainco International Investors LLC
Steinberg Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Mcsweeney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Crestwood Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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