Peter J. Corsi

CRESTWOOD ADVISORS

Providence, RI 02903

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CRD#: 1544763

Professional summary

Peter James Corsi JR is a registered financial advisor currently at CRESTWOOD ADVISORS located in Providence, Rhode Island.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Peter has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Corsi JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 19, 2023 - Present

CRESTWOOD ADVISORS

Office #1: 101 Dyer Street 4th Floor, Providence, RI 02903

RIA

CRD#: 286243

Providence, RI

Past

October 23, 2012 - September 26, 2023

ENDURANCE WEALTH MANAGEMENT, INC.

RIA

CRD#: 148129

PROVIDENCE, RI

Past

February 20, 2006 - July 14, 2009

BALDWIN WEALTH PARTNERS, LLC

RIA

CRD#: 105343

PROVIDENCE, RI

Past

January 16, 2003 - December 8, 2005

FEDERAL STREET CAPITAL

CRD#: 7721

WAKEFIELD, MA

Past

January 29, 1990 - September 13, 1991

CITICORP SECURITIES, INC.

CRD#: 7474

Past

October 12, 1987 - May 13, 1988

MORGAN STANLEY DW INC.

CRD#: 7556

Past

December 10, 1986 - October 27, 1987

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

November 21, 1986 - December 13, 1986

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESTWOOD ADVISORS

CRESTWOOD ADVISORS | CRESTWOOD ADVISORS GROUP, LLC

CRD#: 286243 / SEC#: 801-108983

RIA

Registered Investment Advisory firm - (1/1/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Rhode Island
(9/19/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/18/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

Current Firm

CRESTWOOD ADVISORS

CRESTWOOD ADVISORS | CRESTWOOD ADVISORS GROUP, LLC

CRD#: 286243 / SEC#: 801-108983

RIA

Registered Investment Advisory firm - (1/1/2017 Approved)

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Contact information

Main Address

One Liberty Square Suite 500, Boston, MA 02109

Mailing Address

Phone number

(617) 523-8880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRESTWOOD ADVISORS ADV 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	5,862
AUM (Assets Under Management)	$ 7,015,988,190

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/11/2025	Cover Page	Report
06/20/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter J. Corsi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter James Corsi JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ENDURANCE WEALTH MANAGEMENT, INC.

BALDWIN WEALTH PARTNERS, LLC

FEDERAL STREET CAPITAL

CITICORP SECURITIES, INC.

MORGAN STANLEY DW INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

CRESTWOOD ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/18/2006

Series 63

Date: 2/12/2003

Series 7

Date: 11/15/1986

Current Firm

CRESTWOOD ADVISORS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CRESTWOOD ADVISORS

TRUST BUT VERIFY

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