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RIA / WealthAdvisor17 years in industry

Andrea Giulio Item

Advisor at CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL | West Palm Beach, FL

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Search this name across graphsid dfx:ria:c67bd2e1-4efe-81ef-49a8-4e3ca07627f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 17, 2009 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: Feb 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S66|S65|S63
First exam: Feb 8, 2009
First registration: Feb 17, 2009
Dual registered: no
Other names: ANDREW ITEM|ANDREA ITEM|ANDREA G. ITEM|ANDREA G ITEM
IAPD individual key: 5393918

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	Aug 26, 2026	n/a	yes	West Palm Beach, FL\|CHICAGO, IL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Jan 7, 2019	Sep 9, 2026	no	BOCA RATON, FL\|Coral Springs, FL	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 23, 2016	Dec 27, 2018	no	CORAL GABLES, FL	Previous registration
QUORUM INVESTMENT COUNSEL, LLC	Former SEC adviser	Oct 13, 2015	Oct 14, 2016	no	BOCA RATON, FL	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jan 27, 2014	Oct 2, 2015	no	MIAMI, FL\|FORT LAUDERDALE, FL\|MIAMI, FL	Previous registration
QUORUM INVESTMENT COUNSEL, LLC	Former SEC adviser	Aug 31, 2010	Dec 31, 2013	no	MIAMI, FL	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 17, 2009	May 5, 2009	no	MIAMI, FL	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
UBS FINANCIAL SERVICES INC.	CRESSET ASSET MANAGEMENT, LLC	Sep 9, 2026	Aug 26, 2026	-14	Firm change	Wirehouse to RIA
TRUIST ADVISORY SERVICES, INC.	UBS FINANCIAL SERVICES INC.	Dec 27, 2018	Jan 7, 2019	11	Firm change	Ibd to wirehouse
QUORUM INVESTMENT COUNSEL, LLC	TRUIST ADVISORY SERVICES, INC.	Oct 14, 2016	Nov 23, 2016	40	Firm change	Other
UNITED CAPITAL FINANCIAL ADVISORS	QUORUM INVESTMENT COUNSEL, LLC	Oct 2, 2015	Oct 13, 2015	11	Firm change	Other
QUORUM INVESTMENT COUNSEL, LLC	UNITED CAPITAL FINANCIAL ADVISORS	Dec 31, 2013	Jan 27, 2014	27	Firm change	Other
UBS FINANCIAL SERVICES INC.	QUORUM INVESTMENT COUNSEL, LLC	May 5, 2009	Aug 31, 2010	483	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
8174:288566:FL:2026-09-03	Sep 9, 2026	Aug 26, 2026	CORAL SPRINGS, FL	Firm change

Relationships

Registered with (6)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Jan 7, 2019 to Sep 9, 2026factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 23, 2016 to Dec 27, 2018factForm ADV
→ QUORUM INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
Oct 13, 2015 to Oct 14, 2016factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jan 27, 2014 to Oct 2, 2015factForm ADV
→ QUORUM INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
Aug 31, 2010 to Dec 31, 2013factForm ADV

Dated events

Occurred
Sep 9, 2026
Advisor changed firm
Andrea Giulio Item left Ubs Financial Services Inc. for Cresset Asset Management, Llc (registered 2026-08-26)
Form ADVobserved 4 days ago