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Advisor at CRESSET ASSET MANAGEMENT, LLC
CHICAGO, IL | Menlo Park, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | Independent wealth | Apr 21, 2023 | n/a | yes | CHICAGO, IL|Menlo Park, CA | Current employment |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Oct 1, 2015 | May 17, 2023 | no | MENLO PARK, CA|SAN FRANCISCO, CA|Palo Alto, CA|Menlo Park, CA | Previous registration |
| CONSTELLATION WEALTH ADVISORS LLC | Former SEC adviser | Mar 11, 2008 | Sep 30, 2015 | no | MENLO PARK, CA|NEW YORK, NY|NEW YORK, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Feb 3, 2007 | Mar 17, 2008 | no | MENLO PARK, CA|MENLO PARK, CA|MENLO PARK, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | CRESSET ASSET MANAGEMENT, LLC | May 17, 2023 | Apr 21, 2023 | -26 | Firm change | Ibd to RIA |
| CONSTELLATION WEALTH ADVISORS LLC | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Sep 30, 2015 | Oct 1, 2015 | 1 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | CONSTELLATION WEALTH ADVISORS LLC | Mar 17, 2008 | Mar 11, 2008 | -6 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 108559:288566:CA:2023-05-10 | May 17, 2023 | Apr 21, 2023 | MENLO PARK, CA | Firm change |
| 142502:108559:NY:2015-09-30 | Sep 30, 2015 | Oct 1, 2015 | NEW YORK, NY | Firm change |