Best Investors Account Sign in
Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-21
  • CA RA
    APPROVED
    Since 2023-04-21

Branch Locations

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

2500 Sand Hill Rd Ste 110, Menlo Park, CA 94025 • 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
First Republic Securities Company Menlo Park CA 09/2015 04/2023
First Republic Investment Management Menlo Park CA 09/2015 04/2023
Cresset Asset Management, Llc Menlo Park CA 04/2023 Present
  • 09/2015 → 04/2023
    First Republic Securities Company
    Menlo Park, CA
  • 09/2015 → 04/2023
    First Republic Investment Management
    Menlo Park, CA
  • 04/2023 → Present
    Menlo Park, CA
Previous Registrations
  • 2015-10-01 → 2023-05-17
    J.P. Morgan Private Wealth Advisors Llc
    Menlo Park, CA
    San Francisco, CA
    Palo Alto, CA
    Menlo Park, CA
  • 2008-03-11 → 2015-09-30
    Constellation Wealth Advisors Llc
    Menlo Park, CA
    New York, NY
    New York, NY
  • 2007-02-03 → 2008-03-17
    Menlo Park, CA
    Menlo Park, CA
    Menlo Park, CA
Other Businesses

1) Name and address: National Charity League, Willow Rose Chapter Investment-related: No Nature of Business: Community service Position: Treasurer Description of duties: Serve on the Board as Treasurer Start Date: 3/31/2022 Approx number of hour each month: 10 Number of hours during trading: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-25
S63 Uniform Securities Agent State Law Examination 2001-03-28
  • S66 Uniform Combined State Law Examination
    2007-01-25
  • S63 Uniform Securities Agent State Law Examination
    2001-03-28
Other Names
  • Darci Marie Ramos

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor