Timothy Steven Paradis
Investment adviser representative at Crestwood Advisors
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8BFirm assets
Are you Timothy Steven Paradis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Crestwood AdvisorsApr 2023 to now
- Crestwood Advisors Group, LLCApr 2023 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Mar 2023
- Fidelity InvestmentsAug 2006 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CT).
Crestwood Advisors
Legal name: Crestwood Advisors Group, LLC
$8BAssets managed
1,128Clients
40Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5220778
- Firm CRD
- 286243