DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst12 years in industry

RYAN WALKER

Advisor at CRESSET ASSET MANAGEMENT, LLC

Atlanta, GA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:310274a1-6bc6-3e66-3a2d-8fef0cb736d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2015 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRESSET ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Dec 31, 2014
First registration: Jan 5, 2015
Dual registered: no
Other names: RYAN DAU WALKER
IAPD individual key: 5998106

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Oct 14, 2021	n/a	yes	Atlanta, GA\|CHICAGO, IL	Current employment
BERMAN CAPITAL ADVISORS, LLC	Former SEC adviser	Aug 15, 2019	Oct 19, 2021	no	ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 5, 2015	Apr 17, 2019	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BERMAN CAPITAL ADVISORS, LLC	CRESSET ASSET MANAGEMENT, LLC	Oct 19, 2021	Oct 14, 2021	-5	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BERMAN CAPITAL ADVISORS, LLC	Apr 17, 2019	Aug 15, 2019	120	Firm change	Wirehouse to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155419:288566:GA:2021-10-19	Oct 19, 2021	Oct 14, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 14, 2021 to presentfactForm ADV
→ BERMAN CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 15, 2019 to Oct 19, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 5, 2015 to Apr 17, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:310274a1-6bc6-3e66-3a2d-8fef0cb736d3
First observed: Jan 5, 2015
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RYAN WALKER

Advisor at CRESSET ASSET MANAGEMENT, LLC

Atlanta, GA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:310274a1-6bc6-3e66-3a2d-8fef0cb736d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CRESSET ASSET MANAGEMENT, LLC

Independent wealth

Oct 14, 2021

n/a

yes

Atlanta, GA|CHICAGO, IL

Current employment

BERMAN CAPITAL ADVISORS, LLC

Former SEC adviser

Aug 15, 2019

Oct 19, 2021

ATLANTA, GA

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Jan 5, 2015

Apr 17, 2019

ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BERMAN CAPITAL ADVISORS, LLC

CRESSET ASSET MANAGEMENT, LLC

Oct 19, 2021

Oct 14, 2021

-5

Firm change

RIA to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BERMAN CAPITAL ADVISORS, LLC

Apr 17, 2019

Aug 15, 2019

120

Firm change

Wirehouse to RIA

Team

Left

Joined

From

Kind

155419:288566:GA:2021-10-19

Oct 19, 2021

Oct 14, 2021

ATLANTA, GA

Firm change