Alexandra M. Blake

CRESTWOOD ADVISORS

Westport, CT 06880

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CRD#: 5664489

Professional summary

Alexandra Michelle Blake, who also goes by Alexandra Michelle Angelo, is a registered financial advisor currently at CRESTWOOD ADVISORS located in Westport, Connecticut.

Alexandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alexandra has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alexandra Michelle Angelo

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 Alexandra Michelle Blake'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

July 20, 2022 - Present

CRESTWOOD ADVISORS

Office #1: 943 Post Rd E 2nd Floor, Westport, CT 06880

RIA

CRD#: 286243

Westport, CT

Past

July 7, 2021 - July 14, 2022

NEXT CAPITAL MANAGEMENT LLC

RIA

CRD#: 110793

NEW YORK, NY

Past

June 23, 2009 - April 4, 2017

CIRCLE WEALTH MANAGEMENT, LLC

RIA

CRD#: 142878

SUMMIT, NJ

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
(7/20/2022)

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: 6/22/2009

Uniform Investment Adviser Law 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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Alexandra M. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexandra Michelle Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

CRESTWOOD ADVISORS

NEXT CAPITAL MANAGEMENT LLC

CIRCLE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

CRESTWOOD ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2009

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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