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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| NY | RA | APPROVED | 2023-08-31 |
| FL | RA | APPROVED | 2023-05-03 |
| CT | RA | APPROVED | 2023-04-21 |
Branch Locations
565 5Th Avenue 27Th Floor, New York, NY 10017 • United States
88 Field Point Road Suite 102, Greenwich, CT 06830 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
525 Okeechobee Blvd, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management Inc | New York | NY | 09/2015 | 04/2017 |
| First Republic Securities Company Llc | New York | NY | 09/2015 | 04/2017 |
| First Republic Securities Company, Llc | Greenwich | CT | 04/2017 | 01/2021 |
| First Republic Investment Management, Inc. | Greenwich | CT | 04/2017 | 01/2021 |
| Cresset Asset Management, Llc | West Palm Beach | FL | 04/2023 | Present |
| First Republic Securities Company, Llc | Palm Beach Gardens | FL | 01/2021 | 04/2023 |
| First Republic Investment Management, Inc. | Palm Beach Gardens | FL | 01/2021 | 04/2023 |
(1) Name: Trustee to clients' accounts Investment-Related: Yes Position/ Title: Trustee Duties: Mr. Katzman acts in the capacity of trustee for clients' account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-17 |
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