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RIA / WealthAdvisorCertified Financial Planner14 years in industry

LAUREN POE WATSON

Advisor at CRESSET ASSET MANAGEMENT, LLC

Reston, VA | CHICAGO, IL

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Search this name across graphsid dfx:ria:fb238c31-1a6f-9f7b-97fc-2ad23dc807d1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 9, 2012 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 2, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Aug 2, 2012
First registration: Aug 9, 2012
Dual registered: no
Other names: LAUREN ELIZABETH POE
IAPD individual key: 5918325

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	Jun 20, 2024	n/a	yes	Reston, VA\|CHICAGO, IL	Current employment
BRIGHTSIDE PARTNERS	Former SEC adviser	Mar 7, 2022	Apr 29, 2024	no	BALTIMORE, MD	Previous registration
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Jun 16, 2020	Feb 22, 2022	no	CHICAGO, IL\|RESTON, VA	Previous registration
WMS PARTNERS, LLC	Former SEC adviser	Aug 4, 2016	Nov 26, 2019	no	TOWSON, MD	Previous registration
ABEL FINANCIAL MANAGEMENT CO.	Independent wealth	Feb 4, 2014	Nov 4, 2015	no	ELDERSBURG, MD	Previous registration
OSAIC FA, INC.	Former SEC adviser	Aug 9, 2012	Jan 29, 2014	no	VIENNA, VA	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
BRIGHTSIDE PARTNERS	CRESSET ASSET MANAGEMENT, LLC	Apr 29, 2024	Jun 20, 2024	52	Firm change	RIA to RIA
CRESSET ASSET MANAGEMENT, LLC	BRIGHTSIDE PARTNERS	Feb 22, 2022	Mar 7, 2022	13	Firm change	RIA to RIA
WMS PARTNERS, LLC	CRESSET ASSET MANAGEMENT, LLC	Nov 26, 2019	Jun 16, 2020	203	Firm change	RIA to RIA
ABEL FINANCIAL MANAGEMENT CO.	WMS PARTNERS, LLC	Nov 4, 2015	Aug 4, 2016	274	Firm change	Other
OSAIC FA, INC.	ABEL FINANCIAL MANAGEMENT CO.	Jan 29, 2014	Feb 4, 2014	6	Firm change	Other

Relationships

Registered with (5)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2020 to Feb 22, 2022factForm ADV
→ BRIGHTSIDE PARTNERSRegistered adviserregistration: previous registration
Mar 7, 2022 to Apr 29, 2024factForm ADV
→ WMS PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 4, 2016 to Nov 26, 2019factForm ADV
→ ABEL FINANCIAL MANAGEMENT CO.Registered adviserregistration: previous registration
Feb 4, 2014 to Nov 4, 2015factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Aug 9, 2012 to Jan 29, 2014factForm ADV

Dated events

Occurred
Apr 29, 2024
Advisor changed firm
Lauren Poe Watson left Brightside Partners for Cresset Asset Management, Llc (registered 2024-06-20)
Form ADVobserved 4 days ago
Occurred
Feb 22, 2022
Advisor changed firm
Lauren Poe Watson left Cresset Asset Management, Llc for Brightside Partners (registered 2022-03-07)
Form ADVobserved 4 days ago