Roy Treible is a control person of Crestwood Advisors Group and directly owns under 5% of it. Roy Treible holds a BA in Criminal Justice from John Jay College and an MBA in Finance from Pace University Lubin School of Business.
Crestwood Advisors Group is an investment adviser based in Boston, MA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $8.02 billion, as filed on 11 June 2026. Its fees, ownership and offices are on the firm’s profile.
Roy D. Treible is a Partner, Chief Operating Officer and Chief Compliance Officer of Crestwood Advisors. Roy joined Crestwood in 2011 and has over 20 years of experience in operations and compliance. His primary responsibilities include managing Crestwood's compliance, operational, and technology infrastructure.
- CRD
- 5296328
- Firm
- Crestwood Advisors Group · CRD 286243
- Role
- Chief Compliance Officer
- In role since
- January 2017 · 9 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Boston, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- crestwoodadvisors.com
Where does Roy Treible work?
Roy Treible has been Chief Compliance Officer of Crestwood Advisors Group, LLC since January 2017, and is a control person of the firm.
How can I verify Roy Treible’s record?
Roy Treible’s role is listed on Crestwood Advisors Group, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 286243.
