Peter R Mako
Investment adviser representative at Crestwood Advisors
10 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
10 years in the industry.
- Crestwood AdvisorsMay 2025 to now
- Crestwood Advisors Group, LLCMay 2025 to now
- Morgan StanleyNov 2024 to May 2025
- Fidelity Brokerage Services LLCDec 2019 to Nov 2024
- HSBC Securities USA, Inc.May 2019 to Oct 2019
- HSBC Bank USA, N.A.Apr 2019 to Oct 2019
- JPMorgan Chase Bank N.A.Apr 2018 to Apr 2019
- JPMorgan Securities LLCApr 2018 to Apr 2019
- Allied UniversalSep 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
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
- 6943373
- Firm CRD
- 286243