Investment adviser representative · Cresset Asset Management, LLC
Alexandre M. Santos
CRD 5245165 · West Palm Beach, FL
At a glance
Alexandre M. Santos is an investment adviser representative with Cresset Asset Management, LLC in West Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alexandre’s SEC record dates to 2001, about 25 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cresset Asset Management, LLCSince August 2026West Palm Beach, FL · $79B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Alexandre’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cresset Asset Management, LLC
- Jack A. AblinWest Palm Beach · Chartered Financial Analyst
- Michael J. BrunoWest Palm Beach · Chartered Financial Analyst
- Robert B. Dunkin IIWest Palm Beach
- Christopher H. GeorgopoulosWest Palm Beach
- John M. KlopfensteinWest Palm Beach · Chartered Financial Analyst
- Julian TurosienskiWest Palm Beach
- Lillian VassilatosWest Palm Beach
- Brooks M. AllenChicago
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