Arrivals at 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
Michael Joseph Bruno	Citigroup Global Markets Inc. BD affiliated	Cresset Asset Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 16, 2019	Jul 15, 2024 (2007 d)
Jeremy Michael Shevlin	Crestone Asset Management LLC independent RIA	Cresset Asset Management, LLC independent RIA	RIA to RIA	Jan 2, 2019	Jan 17, 2019
Anthony Kenneth Mceahern	Wells Fargo Advisors wirehouse	Cresset Asset Management, LLC independent RIA	Wirehouse to independent RIA	Oct 30, 2018	Jan 28, 2019 (90 d)
Martim Luis De Arantes Oliveira	U.S. Bancorp Investments, Inc. BD affiliated	Cresset Asset Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 8, 2018	Aug 17, 2018
Robert B Dunkin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Cresset Asset Management, LLC independent RIA	Wirehouse to independent RIA	Aug 3, 2018	Aug 22, 2018
Adam Strauss	Stifel, Nicolaus & Company, Incorporated national BD	Cresset Asset Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 3, 2018	Jun 15, 2018
Zachary Harrison Bindler	New Market Wealth Management, LLC independent RIA	Cresset Asset Management, LLC independent RIA	RIA to RIA	Apr 13, 2018	Jun 11, 2018 (59 d)
Joshua Aaron Perlmutter	Stifel, Nicolaus & Company, Incorporated national BD	Cresset Asset Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 5, 2018	Sep 28, 2018 (176 d)
Christopher John Demonte	Neuberger Berman Bd LLC no RAUM	Cresset Asset Management, LLC independent RIA	Other	Nov 1, 2017	Jan 12, 2018 (72 d)
Marisa Elizabeth Camp	Neuberger Berman Bd LLC no RAUM	Cresset Asset Management, LLC no RAUM	Other	Oct 2, 2017	Sep 26, 2017
Mark David Guinney	Presidio Capital Advisors LLC other	Cresset Asset Management, LLC independent RIA	Other	Oct 3, 2016	May 7, 2019 (946 d)
Dong-Hwan Hong	Goldman Sachs Wealth Services, L.P. other	Cresset Asset Management, LLC independent RIA	Other	Sep 19, 2016	Sep 21, 2021 (1828 d)
Maggie Shriver	Hightower Advisors, LLC other	Cresset Asset Management, LLC independent RIA	Other	Mar 10, 2016	Jun 30, 2020 (1573 d)
Stephen Peter Wathen	Hightower Advisors, LLC other	Cresset Asset Management, LLC independent RIA	Other	Mar 10, 2016	Jun 25, 2020 (1568 d)
Isabel Katarzyna Chudzik	Hightower Advisors, LLC other	Cresset Asset Management, LLC independent RIA	Other	Mar 10, 2016	Jun 25, 2020 (1568 d)
Jeffrey David Wiseman	Morgan Stanley wirehouse	Cresset Asset Management, LLC independent RIA	Wirehouse to independent RIA	May 13, 2015	Jun 1, 2023 (2941 d)
Wesley Gene Crane	Wintrust Investments other	Cresset Asset Management, LLC independent RIA	Other	Jun 16, 2014	Nov 21, 2024 (3811 d)
Matthew Jon Teich	Alliancebernstein L.P. other	Cresset Asset Management, LLC independent RIA	Other	Jun 2, 2014	Feb 1, 2018 (1340 d)
Shannon E Miller	UBS Financial Services Inc. wirehouse	Cresset Asset Management, LLC independent RIA	Wirehouse to independent RIA	Dec 31, 2013	Feb 15, 2025 (4064 d)
William Mark Buchband	J.P. Morgan Securities LLC wirehouse	Cresset Asset Management, LLC independent RIA	Wirehouse to independent RIA	May 15, 2012	Jan 12, 2018 (2068 d)
Wonee Janet Dougherty	J.P. Morgan Securities LLC wirehouse	Cresset Asset Management, LLC independent RIA	Wirehouse to independent RIA	May 15, 2012	Feb 23, 2018 (2110 d)
Heather Leigh Pelant	Blackrock Fund Advisors other	Cresset Asset Management, LLC independent RIA	Other	Dec 13, 2011	Feb 27, 2026 (5190 d)
Gabriel Garcia	Td Ameritrade Investment Management, LLC other	Cresset Asset Management, LLC independent RIA	Other	Sep 21, 2010	Jul 21, 2021 (3956 d)
L Jean Wright	Citigroup Global Markets Inc. other	Cresset Asset Management, LLC independent RIA	Other	Jul 1, 2005	Jan 20, 2026 (7508 d)
Michael Andrew Mohr	The Arden Group, Inc. unclassified	Cresset Asset Management, LLC independent RIA	Other	Dec 31, 2003	Mar 23, 2020 (5927 d)
John Thomas Schriver	Ameriprise Financial Services, LLC national BD	Cresset Asset Management, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Aug 5, 2002	Nov 21, 2018 (5952 d)

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206 moves match.