Aaron M. Beltrami

CRESTWOOD ADVISORS

BOSTON, MA 02109

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CRD#: 2905412

Professional summary

Aaron Micah Beltrami, CFP® is a registered financial advisor currently at CRESTWOOD ADVISORS located in Boston, Massachusetts.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Aaron has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 9 and Series 10 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 Aaron Micah Beltrami'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

February 14, 2017 - Present

CRESTWOOD ADVISORS

Office #1: One Liberty Square Suite 500, Boston, MA 02109

RIA

CRD#: 286243

BOSTON, MA

Past

September 26, 2008 - January 31, 2017

CRESTWOOD ADVISORS LLC

RIA

CRD#: 125361

BOSTON, MA

Past

January 1, 2001 - September 23, 2008

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

August 3, 2000 - August 18, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Past

July 25, 1997 - August 3, 2000

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

SMITHFIELD, RI

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

Massachusetts
(2/14/2017)

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 66

Date: 10/3/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/15/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/24/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 2/14/2003

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/22/2003

General Securities Sales Supervisor - General Module 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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Aaron M. Beltrami

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Micah Beltrami's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESTWOOD ADVISORS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

CRESTWOOD ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/3/2000

Series 63

Date: 7/25/1997

Series 7

Date: 8/15/2000

Series 6

Date: 7/24/1997

Series 9

Date: 2/14/2003

Series 10

Date: 1/22/2003

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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