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William Stuart Marino

Cresset Asset Management, LLC

West Palm Beach, FL

Chicago, IL

Ubs Financial Services Inc.

Boca Raton, FL

Boca Raton, FL

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-25
  • TX RA
    APPROVED
    Since 2026-08-25

Branch Locations

525 Okeechobee Boulevard, Suite 1600, West Palm Beach, FL 33401 • United States

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

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-09-05
FL RA APPROVED 2016-04-26
  • TX RA
    APPROVED_RES
    Since 2023-09-05
  • FL RA
    APPROVED
    Since 2016-04-26

Branch Locations

1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

Boca Raton, FL • 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
Ubs Financial Services Boca Raton FL 04/2016 08/2026
Cresset Asset Management, Llc West Palm Beach FL 08/2026 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-20
S63 Uniform Securities Agent State Law Examination 2013-02-02
  • S66 Uniform Combined State Law Examination
    2016-04-20
  • S63 Uniform Securities Agent State Law Examination
    2013-02-02
Designations
Other Names
  • Billy Marino
  • William S Marino

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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