linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Tiffany Vivian So

Crestwood Advisors

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

About Tiffany Vivian So

Tiffany Vivian So is a registered Investment Advisor Representative with Crestwood Advisors. Tiffany has been in the financial services industry for over 6 years. Tiffany is a Series 66, Series 7, and SIE licensed professional. Previous to joining Crestwood Advisors, Tiffany worked at J.P. Morgan Securities LLC. Tiffany has worked in a variety of roles in the financial services industry and has a strong understanding of the investment process. Tiffany is dedicated to providing her clients with personalized financial advice and guidance.

Firm Information

Tiffany So 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.

Tiffany So’s Registration & Firm History

MA

02/17/2021 - Present

Crestwood Advisors (BOSTON MA)

MA

08/03/2015 - 05/01/2018

J.P. MORGAN SECURITIES LLC (BOSTON MA)

Not sure if Tiffany Vivian So is right for you?

Licenses & Designations

BOTH

Issued 10/30/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tiffany Vivian So.
Not sure if Tiffany Vivian So is right for you?