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Gregory Francis McSweeney

Crestwood Advisors

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About Gregory Francis McSweeney

Gregory McSweeney is a financial advisor with Crestwood Advisors. Gregory is a Registered Representative (Series 7) and has a Series 63 license. Gregory's expertise includes financial planning and portfolio management for individuals and businesses. Gregory has experience in various industries and has previously worked with Bainco International Investors LLC, Steinberg Asset Management, and RBS Securities Inc.

Firm Information

Gregory McSweeney 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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Gregory McSweeney’s Registration & Firm History

MA

04/29/2020 - Present

Crestwood Advisors (BOSTON MA)

CT

11/12/2004 - 07/19/2010

RBS SECURITIES INC. (STAMFORD CT)

NY

07/14/2003 - 08/25/2003

LABRANCHE & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Francis McSweeney.
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