Roberto Palladino
Investment Adviser Representative at Crestwood Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Roberto Palladino is an investment adviser representative with Crestwood Advisors in Darien, CT, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with JOHN Hancock Distributors LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bank Of America NANov 2015 – Jul 2021Greenwich, CT
- Jordan Park GroupJul 2021 – Apr 2023New York, NY
- Crestwood AdvisorsApr 2023 – no end date reportedWestport, CT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Crestwood Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 39
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Boston, MA
- SEC file number:
- 801-108983
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 11, 2026
View full firm profileOther advisors at Crestwood Advisors
Showing 12 of 39 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Roberto Palladino has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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