Financial ADVSR advisor directory · SEC adviser records
Cresset Asset Management, LLC financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Cresset Asset Management, LLC office in Atlanta, A to Z.
The short answer
11 registered advisors work at Cresset Asset Management, LLC in Atlanta, out of 190 at the firm nationwide; it ranks number 65 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Cresset Asset Management, LLC advisors in Atlanta, A to Z
Every Cresset Asset Management, LLC advisor →- Jill B. AsraelInvestment adviser rep
- Serina AwadallaCertified Financial Planner
- Jovan S. BrockettInvestment adviser rep
- Elizabeth K. ChandlerInvestment adviser rep
- Kaitlyn A. GrecoInvestment adviser rep
- Rupert HansfordChartered Financial Analyst
- Suhwan LeeInvestment adviser rep
- Wenyuan T. NottebohmCertified Financial Planner
- Lacey L. SchoenbachlerInvestment adviser rep
- Ryan WalkerChartered Financial Analyst
- Matthew A. WilliamsInvestment adviser rep
Cresset Asset Management, LLC advisors in every city and state →Cresset Asset Management, LLC: assets, clients and custodians →Cresset news and advisor moves →Advisor Moves: who changed firms this week →
Cresset Asset Management, LLC advisors in other cities
Chicago, IL 93San Francisco, CA 18Dallas, TX 8Minnetonka, MN 8West Palm Beach, FL 8New York, NY 7Denver, CO 5Houston, TX 5Reston, VA 5Menlo Park, CA 4Greenwich, CT 3Los Angeles, CA 2Santa Barbara, CA 2Austin, TX 1Boston, MA 1
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 419Merrill Lynch, Pierce, Fenner & Smith Incorporated 259J.P. Morgan Securities LLC 166Truist Advisory Services, Inc. 139UBS Financial Services Inc. 139Rockefeller Financial LLC 136Advisory Services Network 112Hb Wealth 104Openarc Corporate Advisory, LLC 97Wells Fargo Clearing Services, LLC 83Raymond James & Associates, Inc. 82Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Cresset Asset Management, LLC have in Atlanta?
11 investment adviser representatives are registered at Cresset Asset Management, LLC offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 190 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Cresset Asset Management, LLC one of the largest advisor employers in Atlanta?
Cresset Asset Management, LLC ranks number 65 in Atlanta by registered advisors; Morgan Stanley has the most, with 419.
How do I check a Cresset Asset Management, LLC advisor in Atlanta?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cresset Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.