Leigh
Hurd
Crestwood Advisors
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About this Advisor
Leigh Hurd is a chartered financial analyst working in Boston, Massachusetts who has 6 years of relevant experience. Hurd is currently employed by Crestwood Advisors. During their career, the advisor has held roles at Crestwood Advisors Group, LLC, Crestwood Advisors LLC and Columbia Management/Fleet. Hurd holds a Series 63 license, certifying them as a securities agent, and is registered to work in Massachusetts. Crestwood Advisors is a financial 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 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises three charitable organizations. Of its 4,213 client accounts, 70% are held by high-net-worth individuals who have greater than $1 million in assets. The business provides a diverse set 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 usually vary depending on the financial services provided. Fee types billed by Crestwood Advisors can be 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
Leigh Hurd Work History
Leigh has been registered as a financial advisor for 6 years.*
Crestwood Advisors Group, LLC
Crestwood Advisors LLC
Columbia Management/Fleet
*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 Leigh Hurd 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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