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Shannon E Miller

Cresset Asset Management, LLC

Dallas, TX

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
TX RA APPROVED 2025-02-15
  • TX RA
    APPROVED
    Since 2025-02-15

Branch Locations

3953 Maple Avenue Suite 250, Dallas, TX 75219 • 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
Crow Holdings Capital - Investment Partners Dallas TX 01/2014 10/2019
Ch Investment Partners Dallas TX 11/2019 10/2024
Cresset Asset Management, Llc Chicago IL 11/2024 Present
  • 01/2014 → 10/2019
    Crow Holdings Capital - Investment Partners
    Dallas, TX
  • 11/2019 → 10/2024
    Ch Investment Partners
    Dallas, TX
  • 11/2024 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-14
S66 Uniform Combined State Law Examination 2013-08-13
S63 Uniform Securities Agent State Law Examination 2008-10-17
  • S65 Uniform Investment Adviser Law Examination
    2025-02-14
  • S66 Uniform Combined State Law Examination
    2013-08-13
  • S63 Uniform Securities Agent State Law Examination
    2008-10-17

View on SEC IAPD

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