Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leigh? Claim Your ProfileLeigh Breitman Hurd is a financial advisor at Crestwood Advisors. Leigh has been a registered investment advisor since February 2017. Leigh holds the Series 7 and Series 63 licenses. Leigh has specialized in providing financial services to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. Crestwood Advisors is a fee-only firm that offers a variety of financial planning and investment management services.
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
02/13/2017 - Present
Crestwood Advisors (BOSTON MA)
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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