Ryan Ward Stanick
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 AdvisorsDec 2025 to now
- Equitable Advisors, LLCJun 2020 to Nov 2025
- UnemployedMay 2020 to Jun 2020
- Bertucci'sJun 2019 to Sep 2019
- Boston CollegeAug 2016 to May 2020
- Boston College Athletic DepartmentAug 2016 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined 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
- 7266177
- Firm CRD
- 286243