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Financial ADVSR advisor directory · SEC adviser records

Cresset Asset Management, LLC financial advisors in Houston, TX

Every SEC-registered investment adviser representative at a Cresset Asset Management, LLC office in Houston, A to Z.

The short answer

5 registered advisors work at Cresset Asset Management, LLC in Houston, out of 190 at the firm nationwide; it ranks number 129 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cresset Asset Management, LLC advisors in Houston, A to Z

Every Cresset Asset Management, LLC advisor →

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 18Atlanta, GA 11Dallas, TX 8Minnetonka, MN 8West Palm Beach, FL 8New York, NY 7Denver, CO 5Reston, VA 5Menlo Park, CA 4Greenwich, CT 3Los Angeles, CA 2Santa Barbara, CA 2Austin, TX 1Boston, MA 1

Other firms in Houston

All Houston advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76

Questions

How many financial advisors does Cresset Asset Management, LLC have in Houston?

5 investment adviser representatives are registered at Cresset Asset Management, LLC offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 190 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cresset Asset Management, LLC one of the largest advisor employers in Houston?

Cresset Asset Management, LLC ranks number 129 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.

How do I check a Cresset Asset Management, LLC advisor in Houston?

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.