Aidan Christopher Reed
Investment adviser representative at Crestwood Advisors
11 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
11 years in the industry.
- Crestwood AdvisorsMay 2026 to now
- Crestwood Advisors Group, LLCMay 2026 to now
- Bridgelight Financial AdvisorsJul 2024 to May 2026
- Hackmann Wealth PartnersJul 2023 to Jul 2024
- University of VirginiaSep 2019 to Jul 2023
- Upper Dublin High SchoolAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 8152776
- Firm CRD
- 286243