Best Investors Account Sign in
Inactive

Melissa Ann Long

Cresset Asset Management, LLC

Chicago, IL

Reston, VA

Claim This Profile
Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-09-16
  • VA RA
    APPROVED
    Since 2020-09-16

Branch Locations

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

1900 Reston Metro Plaze Suite 900, Reston, VA 20190 • 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
Morgan Stanley Mclean VA 12/2013 10/2017
Bb&T Scurities Mclean VA 10/2017 08/2020
Cresset Asset Management, Llc Reston VA 09/2020 Present
Previous Registrations
  • 2017-10-04 → 2020-09-17
    Bb&T Securities, Llc
    Mclean, VA
  • 2013-12-11 → 2017-10-16
    Morgan Stanley
    Mclean, VA
  • 2012-06-25 → 2013-11-18
    Investment Professionals, Inc.
    San Antonio, TX
    Reston, VA
  • 2011-07-27 → 2012-06-25
    Citigroup Global Markets Inc.
    Hagerstown, MD
    New York, NY
  • 2005-11-14 → 2011-06-24
    Ubs Financial Services Inc.
    Vienna, VA
    Baltimore, MD
    Weehawken, NJ
    Mclean, VA
Other Businesses

Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-10
S63 Uniform Securities Agent State Law Examination 1996-12-13
  • S65 Uniform Investment Adviser Law Examination
    2005-11-10
  • S63 Uniform Securities Agent State Law Examination
    1996-12-13
Other Names
  • Melissa Ann Price
  • Melissa Ann Alber
  • Melissa Ann Price
  • Melissa Price
  • Melissa Long

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor