linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Paul Louis Gaudio

Crestwood Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Paul? Claim Your Profile

About Paul Louis Gaudio

Paul Louis Gaudio is an Investment Advisor Representative registered in Massachusetts with Crestwood Advisors. Paul has been in the industry since 2017 and has experience working with individuals, corporations, and charitable organizations. Paul's areas of expertise include financial planning, portfolio management, family office consulting, credit and cash management solutions, and insurance solutions. Paul is a Certified Financial Planner and has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Paul Gaudio 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Paul Gaudio’s Registration & Firm History

MA

10/26/2023 - Present

Crestwood Advisors (BOSTON MA)

MA

10/01/2019 - 09/01/2023

TRIAD ADVISORS LLC (Lexington MA)

Not sure if Paul Louis Gaudio is right for you?

Licenses & Designations

BC

Issued 01/27/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Louis Gaudio.
Not sure if Paul Louis Gaudio is right for you?