Michael Eckton has been CEO of Crestwood Advisors Group since January 2017, is a control person of the firm and directly owns under 5% of it. Michael Eckton holds an MBA in Finance from New York University Stern School of Business and a B.S. in Business Administration from the University of Delaware.
Crestwood Advisors Group, LLC is a Boston, MA firm with $8.02B under management, 1,128 clients and 56 advisers across 5 offices, as of its June 2026 filing.
Michael Eckton is CEO and Managing Partner of Crestwood Advisors and one of the firm's Portfolio Managers. Michael co-founded Crestwood in 2003. As CEO & Managing Partner, he helps to guide the firm's strategy and is responsible for implementing and managing the resources to support the strategic direction of the firm.
Michael Eckton’s longest registration was 13 years at Crestwood Advisors LLC (2003–2017). Before joining Crestwood Advisors Group in 2017, Michael Eckton was registered through Crestwood Advisors LLC and Bingham Legg Advisers LLC.
- Crestwood Advisors LLC– · 13 yearsBoston, MA · Adviser representative · Firm CRD 125361
- Bingham Legg Advisers LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 109637
Professional designations
Listed by Crestwood Advisors Group
- CFA
Investment adviser representative registrations
Michael Eckton is registered as an investment adviser representative in Massachusetts, since February 2017.
- MassachusettsSince 13 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 March 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 October 1989 |
| Series 7 | General Securities Representative Examination | 15 July 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Arthur Eckton
- CRD
- 1969077
- Firm
- Crestwood Advisors Group · CRD 286243
- Role
- CEO
- Office
- ONE LIBERTY SQUARE, SUITE 500, Boston, MA 02109
- Registration
- Investment adviser registration
- In the industry since
- January 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crestwoodadvisors.com
Where does Michael Eckton work?
Michael Eckton has been CEO of Crestwood Advisors Group, LLC since January 2017, and is a control person of the firm.
Is Michael Eckton a financial advisor?
Yes. Michael Eckton has a current investment-adviser registration in Massachusetts, through Crestwood Advisors Group since February 2017.
How many years of experience does Michael Eckton have?
Michael Eckton has 24 years in the financial industry, since January 2002, across 3 adviser firms.
What exams has Michael Eckton passed?
Michael Eckton has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in July 1989.
Where did Michael Eckton work before Crestwood Advisors Group?
Before Crestwood Advisors Group, Michael Eckton was registered through Crestwood Advisors LLC, September 2003 to January 2017; Bingham Legg Advisers LLC, August 2001 to April 2003.
Where is Michael Eckton based?
Michael Eckton’s registered office is in Boston, MA.
Is Michael Eckton registered with FINRA?
No. Michael Eckton has no current broker registration.
Is Michael Eckton a CFA charterholder?
Crestwood Advisors Group lists Michael Eckton with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Michael A. Eckton, CFA biography, crestwoodadvisors.com
How can I verify Michael Eckton’s record?
Search CRD 1969077 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Eckton’s full registration record.
