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Logan Ribeiro

Crestwood Advisors

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About Logan Ribeiro

Logan Ribeiro is a Certified Financial Planner™ with Crestwood Advisors. Logan has been in the financial services industry since 2018 and holds the Series 7TO and SIE licenses. Logan has experience working with high-net-worth individuals, corporations, and charitable organizations. Logan specializes in providing financial planning, portfolio management, and insurance solutions.

Firm Information

Logan Ribeiro 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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Logan Ribeiro’s Registration & Firm History

MA

10/26/2023 - Present

Crestwood Advisors (BOSTON MA)

CA

04/24/2023 - 09/14/2023

AMERIPRISE FINANCIAL SERVICES, LLC (San Francisco CA)

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Licenses & Designations

BC

Issued 04/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Logan Ribeiro.
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