Angela Sarah Raitzin

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 05/2017
  First Republic Securities Company Llc
  New York, NY
• 09/2015 → 05/2017
  First Republic Investment Management Inc
  New York, NY
• 05/2017 → 04/2023
  First Republic Securities Company, Llc
  Greenwich, CT
• 05/2017 → 04/2023
  First Republic Investment Management, Inc.
  Greenwich, CT
• 04/2023 → Present
  Cresset Asset Management, Llc
  Greenwich, CT

Previous Registrations

• 2015-09-30 → 2023-05-17
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  San Francisco, CA
  New York, NY
  Greenwich, CT
  New York, NY
• 2013-11-22 → 2015-10-01
  Constellation Wealth Advisors Llc
  New York, NY
• 2003-01-17 → 2006-05-19
  Credit Suisse Securities (Usa) Llc
  New York, NY
• 2002-06-27 → 2003-01-17
  Pershing Llc
  New York, NY

Other Businesses

Institutional Investor Wealth Advisor Summit; investment-related; 1270 Avenue of the Americas, Suite 1100, New York, NY 10020; Annual event for Wealth Advisors; Advisory Board Member; 01/2025; 1-5 hours per month which may occur during securities trading hours; discussion of investment strategies/market trends impacting investors and businesses and attending the annual forum in person (or sending a delegate).

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-09-25
• S63 Uniform Securities Agent State Law Examination
  2013-10-15
• S66 Uniform Combined State Law Examination
  2000-11-04

Designations

• Certified Financial Planner

Other Names

• Angela S Lockhart
• Angela S Raitzin