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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Stephen Lapointe is a registered investment advisor representative with Crestwood Advisors, a registered investment advisor firm based in Boston, MA. Alexander Stephen Lapointe has been in the industry since 2006 and has a Series 7 and Series 66 license. Alexander Stephen Lapointe has experience with Ameriprise Financial Services, Inc., Columbia Management Distributors, Inc. and Columbia Management Investment Distributors, Inc. Alexander Stephen Lapointe specializes in providing portfolio management for individuals, portfolio management for businesses, and financial planning. Alexander Stephen Lapointe's firm, Crestwood Advisors, offers a variety of advisory services, including family office consulting, credit and cash management solutions, insurance solutions, educational seminars, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office consulting, credit and cash management solutions, insurance solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
12/16/2024 - Present
Crestwood Advisors (BOSTON MA)
MA
05/01/2010 - 04/03/2013
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
12/18/2007 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
08/18/2006 - 12/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
BOTH
Issued 09/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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