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BL

Brandon Lozier

CRESTWOOD ADVISORS
BOSTON, MA 02109
Some features on this profile are disabled
CRD#: 7497648
BL

Professional summary

Brandon Lozier, CFP® is a registered financial advisor currently at CRESTWOOD ADVISORS located in Boston, Massachusetts.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Brandon has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Brandon Lozier'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

Experience

Current

May 31, 2022 - Present

CRESTWOOD ADVISORS

Office #1: One Liberty Square Suite 500, Boston, MA 02109
RIA
CRD#: 286243
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".
CA
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
(5/31/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/27/2022
Uniform Investment Adviser Law Examination

Current Firm

CA
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
61

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts5,862
AUM (Assets Under Management)$ 7,015,988,190

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

CRESTWOOD ADVISORS

CRD#: 286243Boston, MA 02109

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