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Robert Gilmore Ix

Crestwood Advisors

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About Robert Gilmore Ix

Robert Gilmore Ix is an investment advisor representative with Crestwood Advisors. Robert has been in the industry since 1987 and holds Series 7 and Series 63 licenses. Robert is a Chartered Financial Analyst and has experience working for Loomis Sayles Distributors, L.P., Banca IMI Securities Corp., Mabon, Nugent & Co., and Glickenhaus & Co. Robert offers a range of services to individual and institutional clients including financial planning, portfolio management, and family office consulting.

Firm Information

Robert Ix 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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Robert Ix’s Registration & Firm History

MA

02/13/2017 - Present

Crestwood Advisors (BOSTON MA)

MA

07/30/2002 - 08/17/2005

LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)

NA

04/30/1991 - 06/06/1991

BANCA IMI SECURITIES CORP.

NA

11/12/1990 - 04/30/1991

MABON, NUGENT & CO.

NA

12/22/1987 - 02/08/1989

GLICKENHAUS & CO.

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Licenses & Designations

BC

Issued 03/12/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Gilmore Ix.
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