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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Arthur Eckton is an Investment Advisor Representative at Crestwood Advisors. Michael has been in the industry since 1989 and has a wide range of experience. Michael has worked at several firms including Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, Donaldson, Lufkin & Jenrette Securities Corporation, and Bear, Stearns & Co. Inc. Michael holds both Series 7 and Series 63 licenses and is a Chartered Financial Analyst. Michael is registered in Massachusetts. Crestwood Advisors is a firm with a long history of providing investment advice to individuals, families, and institutions. Michael's clients are primarily high net worth individuals, families, and charitable organizations.
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)
NJ
01/28/1995 - 11/14/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
12/10/1992 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NJ
11/03/1989 - 03/19/1992
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/10/1989 - 11/24/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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