Alexander Dobecki
Investment adviser representative at Crestwood Advisors
12 yearsExperience
1 stateRegistered in
$8BFirm assets
9 yearsFirm in business
Are you Alexander Dobecki? 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
12 years in the industry.
- Crestwood AdvisorsJun 2025 to now
- TD Bank N.A.Dec 2023 to May 2025
- TD Private Client Wealth LLCDec 2023 to May 2025
- TD BankJul 2022 to Nov 2023
- Fp Solutions Ri LLCSep 2021 to May 2022
- TD BankMay 2021 to Aug 2021
- Bryant UniversityAug 2018 to May 2022
- Town of Scarborough, MaineJun 2018 to Aug 2020
- Staples CorporationMay 2017 to May 2018
- Home DepotMay 2015 to Jan 2017
- Scarborough High SchoolJan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7446127
- Firm CRD
- 286243