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Peter Thurston Malone

Crestwood Advisors

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About Peter Thurston Malone

Peter Thurston Malone is a financial advisor at Crestwood Advisors. Peter has been in the industry since 2010. Peter is registered with the state of Massachusetts. Peter has passed the Series 7, Series 66, and SIE exams. Peter is a Chartered Financial Analyst (CFA). Peter specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Peter Malone 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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Peter Malone’s Registration & Firm History

MA

10/03/2019 - Present

Crestwood Advisors (BOSTON MA)

MA

06/02/2011 - 02/10/2016

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

09/29/2010 - 05/19/2011

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 10/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Thurston Malone.
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