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Heather Leigh Pelant

Cresset Asset Management, LLC

San Francisco, CA

Chicago, IL

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-27
HI RA APPROVED 2026-02-27
TX RA APPROVED 2026-02-27
  • CA RA
    APPROVED
    Since 2026-02-27
  • HI RA
    APPROVED
    Since 2026-02-27
  • TX RA
    APPROVED
    Since 2026-02-27

Branch Locations

101 California St. Suite 4200, San Francisco, CA 94110 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Baker Street Advisors San Francisco CA 12/2016 02/2026
Blackrock San Francisco CA 01/2003 12/2016
Cresset Asset Management, Llc San Francisco CA 02/2026 Present
  • 12/2016 → 02/2026
    Baker Street Advisors
    San Francisco, CA
  • 01/2003 → 12/2016
    Blackrock
    San Francisco, CA
  • 02/2026 → Present
    Cresset Asset Management, Llc
    San Francisco, CA
Previous Registrations
  • 2003-08-11 → 2011-12-13
    Blackrock Fund Advisors
    San Francisco, CA
    San Francisco, CA
    Toronto
  • 1998-10-05 → 2003-01-15
    Morgan Stanley Dw Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-23
S63 Uniform Securities Agent State Law Examination 1998-06-19
  • S65 Uniform Investment Adviser Law Examination
    1998-06-23
  • S63 Uniform Securities Agent State Law Examination
    1998-06-19
Designations

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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