Hillary
Urbancic
Crestwood Advisors
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About this Advisor
Hillary Urbancic is a financial advisor who works out of Boston, Massachusetts, who has 2 years of relevant experience. Urbancic is on the advisory team at Crestwood Advisors. During their career, Urbancic has held roles at Wells Fargo Advisors, LLC, Morgan Stanley and Crestwood Advisors Group LLC. Urbancic maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Crestwood Advisors is an advisory business operating out of Boston, MA. The company has offices in three locations and a total of 43 advisors. It administers $4 billion in assets between its 4,213 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises three charities and foundations. Of its 4,213 client accounts, 70% are associated with high-net-worth clients who have more than $1 million in investable assets. Crestwood Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors vary depending on the type of financial services. However, fee types charged by Crestwood Advisors most likely are comprised of some blend 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
Hillary Urbancic Work History
Hillary has been registered as a financial advisor for 2 years.*
Crestwood Advisors Group LLC
Morgan Stanley
Wells Fargo Advisors, LLC
*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 Hillary Urbancic 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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