DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Cresset Asset Management, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Travis Anthony Henry | Cresset Asset Management, LLC independent RIA | Factory Capital LLC no RAUM | RIA to a newly registered adviser | Jun 5, 2026 | May 8, 2026 |
| Zachary Shaw Cleveland | Cresset Asset Management, LLC independent RIA | Parcion Private Wealth LLC independent RIA | RIA to RIA | Dec 5, 2025 | Feb 6, 2026 (63 d) |
| Adam Strauss | Cresset Asset Management, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Nov 6, 2025 | Feb 26, 2026 (112 d) |
| Lenet Rivas | Cresset Asset Management, LLC independent RIA | Blue Otter Financial Planning state registered | RIA to a state-registered adviser | Sep 5, 2025 | Mar 13, 2026 (189 d) |
| Julia Sheriann Jerome | Cresset Asset Management, LLC independent RIA | Dorval & Chorne Financial Advisors independent RIA | RIA to RIA | Sep 5, 2025 | Apr 13, 2026 (220 d) |
| Ryan Christopher Ortiz | Cresset Asset Management, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Aug 21, 2025 | Dec 5, 2025 (106 d) |
| Aleksandra Kurzydlowski | Cresset Asset Management, LLC independent RIA | Apogem Capital LLC other | Other | Jul 10, 2025 | Sep 15, 2025 (67 d) |
| Michael Paul Juettner | Cresset Asset Management, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Jul 8, 2025 | Aug 4, 2025 |
| Aashka Desai Singh | Cresset Asset Management, LLC independent RIA | Fruitful independent RIA | RIA to RIA | May 20, 2025 | Sep 22, 2025 (125 d) |
| Kaitlin Marie Hyland | Cresset Asset Management, LLC independent RIA | Horizon Wealth Management independent RIA | RIA to RIA | Apr 29, 2025 | May 6, 2025 |
| James Thomas Cheap | Cresset Asset Management, LLC independent RIA | Peakline Partners, LLC asset manager | Other | Apr 14, 2025 | May 27, 2025 (43 d) |
| Augustus Bowdoin Spaulding | Cresset Asset Management, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Feb 18, 2025 | Feb 18, 2025 |
| Peter C Sherlock | Cresset Asset Management, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Feb 18, 2025 | Feb 18, 2025 |
| Chase Andrew Rodawig | Cresset Asset Management, LLC independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Feb 18, 2025 | Feb 19, 2025 |
| Megan Ashley Kellerman | Cresset Asset Management, LLC independent RIA | Peakline Partners, LLC asset manager | Other | Feb 5, 2025 | May 6, 2025 (90 d) |
| Michael David Ballard | Cresset Asset Management, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Nov 27, 2024 | Jun 25, 2024 |
| Trenton Jaret Bryde | Cresset Asset Management, LLC independent RIA | Factory Capital LLC no RAUM | RIA to a newly registered adviser | Sep 18, 2024 | Jul 13, 2026 (663 d) |
| Timothy Filipi Cahyadi | Cresset Asset Management, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | May 28, 2024 | Aug 2, 2024 (66 d) |
| Teresa Jay Digregorio | Cresset Asset Management, LLC independent RIA | Global Retirement Partners LLC institutional | Other | May 17, 2024 | Jul 8, 2024 (52 d) |
| Andrew Evan Karasyk | Cresset Asset Management, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | May 10, 2024 | May 20, 2024 |
| John Thomas Kasameyer | Cresset Asset Management, LLC independent RIA | Altar Rock independent RIA | RIA to RIA | Apr 10, 2024 | Jun 17, 2024 (68 d) |
| Craig Abraham | Cresset Asset Management, LLC independent RIA | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 21, 2024 | May 28, 2024 (97 d) |
| Bobby Lewis Morton | Cresset Asset Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 20, 2024 | May 17, 2024 (87 d) |
| Levent Durmus | Cresset Asset Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 18, 2024 | Mar 6, 2024 (48 d) |
| Tyrone Stephens | Cresset Asset Management, LLC independent RIA | Citigroup Global Markets Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jan 4, 2024 | Jan 17, 2024 |
| Melissa Jean Schuerman | Cresset Asset Management, LLC independent RIA | Ameritas Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 11, 2023 | Nov 30, 2023 (50 d) |
| Whitney W Warmack | Cresset Asset Management, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Jun 30, 2023 | Sep 28, 2023 (90 d) |
| Samir A. Rahman | Cresset Asset Management, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 30, 2023 | Aug 28, 2023 (59 d) |
| William James Martinet | Cresset Asset Management, LLC independent RIA | Monograph Wealth Advisors, LLC independent RIA | RIA to RIA | May 11, 2023 | Jun 29, 2023 (49 d) |
| Joseph Zaccardi | Cresset Asset Management, LLC independent RIA | Atlas Private Wealth Advisors independent RIA | RIA to RIA | Mar 3, 2023 | Apr 2, 2025 (761 d) |
| Dylan Eric Kremer | Cresset Asset Management, LLC independent RIA | Certuity, LLC independent RIA | RIA to RIA | Aug 16, 2022 | Sep 12, 2022 |
| Joseph Parker Mitchell | Cresset Asset Management, LLC independent RIA | Oxford Financial Group, Ltd independent RIA | RIA to RIA | May 13, 2022 | May 22, 2023 (374 d) |
| Gabriel Garcia | Cresset Asset Management, LLC independent RIA | Sei Investments Management Corp other | Other | May 5, 2022 | May 13, 2022 |
| Brian Keith Jones | Cresset Asset Management, LLC independent RIA | Engrave Wealth Partners, LLC independent RIA | RIA to RIA | Apr 29, 2022 | Jun 2, 2022 (34 d) |
| Dong-Hwan Hong | Cresset Asset Management, LLC independent RIA | Bakeravenue independent RIA | RIA to RIA | Apr 11, 2022 | Apr 22, 2022 |
| Lauren Poe Watson | Cresset Asset Management, LLC independent RIA | Brightside Partners independent RIA | RIA to RIA | Feb 22, 2022 | Mar 7, 2022 |
| Mark David Guinney | Cresset Asset Management, LLC independent RIA | Vernal Point Advisors, LLC independent RIA | RIA to RIA | Feb 7, 2022 | Mar 22, 2024 (774 d) |
| Jennifer A Sun | Cresset Asset Management, LLC independent RIA | Adero Partners, LLC independent RIA | RIA to RIA | Feb 4, 2022 | Apr 6, 2022 (61 d) |
| Martim Luis De Arantes Oliveira | Cresset Asset Management, LLC independent RIA | Corient independent RIA | RIA to RIA | Nov 8, 2021 | Apr 17, 2026 (1621 d) |
| Dawn Marie Page | Cresset Asset Management, LLC independent RIA | Impact Capital, LLC independent RIA | RIA to RIA | Nov 5, 2021 | Mar 25, 2022 (140 d) |
| Kevin Baumhart | Cresset Asset Management, LLC independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Apr 27, 2021 | Jan 12, 2026 (1721 d) |
| Nicholas Vincent Mellone | Cresset Asset Management, LLC independent RIA | Dj Wealth Systems, LLC independent RIA | RIA to RIA | Apr 19, 2021 | Jun 4, 2021 (46 d) |
| Jeffrey J Cismoski | Cresset Asset Management, LLC independent RIA | Wealthshield Partners, LLC independent RIA | RIA to RIA | Oct 20, 2020 | Oct 20, 2020 |
| Dominic J Messina | Cresset Asset Management, LLC independent RIA | Wealthshield Partners, LLC independent RIA | RIA to RIA | Oct 5, 2020 | Oct 26, 2020 |
| Linda Beth Litner | Cresset Asset Management, LLC independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Sep 3, 2020 | Sep 27, 2021 (389 d) |
| Paul Edward Meyer | Cresset Asset Management, LLC independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Jun 8, 2020 | Jun 5, 2020 |
| Jaimi Lee Dennehy | Cresset Asset Management, LLC independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Jun 8, 2020 | Jun 5, 2020 |
| Christopher George Kalafatis | Cresset Asset Management, LLC independent RIA | Integrated Advisors Network LLC independent RIA | RIA to RIA | Jun 8, 2020 | Jun 5, 2020 |
| Nathaniel Taylor Haskell | Cresset Asset Management, LLC independent RIA | Columbia Pacific Wealth Management independent RIA | RIA to RIA | May 27, 2020 | Jun 3, 2020 |
| Jeremy Michael Shevlin | Cresset Asset Management, LLC independent RIA | Aveo Capital Partners, LLC independent RIA | RIA to RIA | Apr 24, 2020 | Aug 10, 2020 (108 d) |
| Anthony Kenneth Mceahern | Cresset Asset Management, LLC independent RIA | Gilpin Wealth Management LLC independent RIA | RIA to RIA | Mar 18, 2020 | Jan 4, 2021 (292 d) |
| Joshua Aaron Perlmutter | Cresset Asset Management, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 27, 2020 | Jan 19, 2021 (327 d) |
| Marisa Elizabeth Camp | Cresset Asset Management, LLC independent RIA | Matrix Private Capital Group independent RIA | RIA to RIA | Sep 13, 2019 | Feb 11, 2020 (151 d) |
| Matthew James Terrien | Cresset Asset Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 5, 2019 | Nov 5, 2025 (2345 d) |
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54 moves match.