Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hillary? Claim Your ProfileHillary Urbancic is a Registered Investment Advisor with Crestwood Advisors, based in Boston, MA. Hillary has over 7 years of experience in the financial services industry, previously working with Morgan Stanley and Wells Fargo Advisors. Hillary specializes in working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. In addition to portfolio management, Hillary provides financial planning, insurance solutions, and family office consulting services. Hillary holds a Series 66, Series 7, and SIE license.
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.
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MA
03/30/2021 - Present
Crestwood Advisors (BOSTON MA)
MA
10/14/2016 - 04/02/2019
MORGAN STANLEY (BOSTON MA)
MA
04/23/2015 - 10/17/2016
WELLS FARGO ADVISORS, LLC (BOSTON MA)
BOTH
Issued 03/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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