Timothy S. Paradis

CRESTWOOD ADVISORS | Vice President, Financial Consultant

Darien, CT 06820

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CRD#: 5220778

Professional summary

Timothy Steven Paradis, CFP®, who also goes by Timothy S Paradis, is a registered financial advisor currently at CRESTWOOD ADVISORS located in Darien, Connecticut.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Timothy has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

I am passionate about building relationships based on knowledge, candor, and respect while partnering with individuals, families, and business owners to create holistic financial plans. My goal is to help my clients feel more confident in their ability to handle life's uncertainties.

Question & Answer

What are your service offerings?

Business Succession Planning

Estate Planning

Retirement Planning

Comprehensive Financial Planni...

Tax Planning

Employee and Employer Plan Ben...

Investment Planning

Insurance Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Timothy S Paradis

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 Timothy Steven Paradis'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: 2012

Education

Merrimack College

Financial Planning Certificate - Financial Planning

2011

Saint Anselm College

Bachelor of Arts (BA) - Psychology

2001

Experience

Current

April 5, 2023 - Present

CRESTWOOD ADVISORS

Office #1: 1020 Boston Post Road, Ste220, Darien, CT 06820

RIA

CRD#: 286243

Darien, CT

Past

July 13, 2018 - April 25, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

October 6, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

NASHUA, NH

Past

September 5, 2014 - April 24, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FAIRFIELD, CT

Past

May 15, 2013 - August 8, 2014

BCAS

RIA

CRD#: 105666

BEDFORD, NH

Past

August 7, 2008 - March 28, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

December 8, 2006 - March 27, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

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

Connecticut
(4/5/2023)

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 66

Date: 7/24/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/15/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2006

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Timothy S. Paradis

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Steven Paradis's CRS (Customer Relationship Summary).

Certified licenses

Education

Merrimack College

Saint Anselm College

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

BCAS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

CRESTWOOD ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2008

Series 63

Date: 12/15/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2006

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

Contact information

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