Brandon Lozier
Investment adviser representative at Crestwood Advisors
10 yearsExperience
1 stateRegistered in
$8BFirm assets
9 yearsFirm in business
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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 2022 to now
- Crestwood Advisors Group LLCNov 2016 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7497648
- Firm CRD
- 286243