Leigh B. Hurd
Professional summary
Leigh Breitman Hurd, who also goes by Leigh Heidi Breitman, Leigh Breitman, is a registered financial advisor currently at CRESTWOOD ADVISORS located in Boston, Massachusetts.
Leigh is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Leigh has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leigh Breitman Hurd's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2017 - Present
CRESTWOOD ADVISORS
Office #1: One Liberty Square Suite 500, Boston, MA 02109August 5, 2013 - January 31, 2017
CRESTWOOD ADVISORS LLC
September 8, 2003 - September 8, 2004
COLUMBIA MANAGEMENT ADVISORS, INC.
Primary Firm SEC Registration
CRESTWOOD ADVISORS
CRD#: 286243 / SEC#: 801-108983
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2017)
Exams
Current Firm
CRESTWOOD ADVISORS
CRD#: 286243 / SEC#: 801-108983
Contact information
SEC notice filing (30 States and Territories)
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 | ||
| 06/20/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CRESTWOOD ADVISORS
CRD#: 286243Boston, MA 02109TRUST BUT VERIFY
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