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Alexandra Samson Bean

Crestwood Advisors

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About Alexandra Samson Bean

Alexandra Bean is an Investment Advisor Representative at Crestwood Advisors. Alexandra is registered with the state of Connecticut. Alexandra has been in the financial services industry for over 5 years. Alexandra specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Family Office Consulting, and Educational Seminars.

Firm Information

Alexandra Bean is currently registered with Crestwood Advisors. Crestwood Advisors is a Boston, MA-based wealth management firm. The firm manages approximately $5.69 billion in regulatory assets under management for high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Crestwood provides a range of services including financial planning, portfolio management, insurance solutions, and family office consulting.
Crestwood Advisors

ONE LIBERTY SQUARE

BOSTON, MA 02109

$5.69B

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office consulting, credit and cash management solutions, insurance solutions

Family office consulting, credit and cash management solutions, insurance solutions

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexandra Bean’s Registration & Firm History

CT

04/01/2024 - Present

Crestwood Advisors (Darien CT)

CT

07/13/2022 - 04/04/2024

CHARLES SCHWAB & CO., INC. (Greenwich CT)

NY

06/27/2019 - 05/19/2022

FIDELITY BROKERAGE SERVICES LLC (CHAPPAQUA NY)

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Licenses & Designations

IA

Issued 10/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/02/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexandra Samson Bean.
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