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Kelly Ann Downs

Cresset Asset Management, LLC

Chicago, IL

Atlanta, GA

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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-10-05
  • GA RA
    APPROVED
    Since 2021-10-05

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berman Capital Advisors, Llc Atlanta GA 02/2011 10/2021
Cresset Asset Management, Llc Atlanta GA 06/2022 03/2024
Cresset Asset Management, Llc Atlanta GA 10/2021 06/2022
Cresset Asset Management, Llc Atlanta GA 03/2024 Present
Previous Registrations
  • 2012-07-10 → 2021-10-19
    Berman Capital Advisors, Llc
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-12
S63 Uniform Securities Agent State Law Examination 2000-07-14
  • S66 Uniform Combined State Law Examination
    2010-07-12
  • S63 Uniform Securities Agent State Law Examination
    2000-07-14
Designations
Other Names
  • Kelly Ann Dishmon

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
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