Paul Louis Gaudio
Investment adviser representative at Crestwood Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8BFirm assets
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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
13 years in the industry.
- Crestwood AdvisorsOct 2023 to now
- Crestwood Advisors Group, LLCSep 2023 to now
- Ouellette Wealth Advisory, LLCJun 2017 to Aug 2023
- Triad AdvisorsJun 2017 to Aug 2023
- College of the Holy CrossSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6820698
- Firm CRD
- 286243