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Andrew O'COnnell

Cresset Asset Management, LLC

Greenwich, CT

New York, NY

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_RES 2025-10-17
NY RA APPROVED 2023-07-28
CT RA APPROVED 2023-04-21
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • NY RA
    APPROVED
    Since 2023-07-28
  • CT RA
    APPROVED
    Since 2023-04-21

Branch Locations

88 Field Point Road Suite 102, Greenwich, CT 06830 • United States

565 5Th Avenue 27Th Floor, New York, NY 10017 • 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
First Republic Investment Management Greenwich CT 09/2015 04/2023
First Republic Securities Company Greenwich CT 09/2015 04/2023
Cresset Asset Management, Llc Greenwich CT 04/2023 Present
  • 09/2015 → 04/2023
    First Republic Investment Management
    Greenwich, CT
  • 09/2015 → 04/2023
    First Republic Securities Company
    Greenwich, CT
  • 04/2023 → Present
    Cresset Asset Management, Llc
    Greenwich, CT
Previous Registrations
  • 2022-04-12 → 2023-05-17
    J.P. Morgan Private Wealth Advisors Llc
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-11
S63 Uniform Securities Agent State Law Examination 2012-05-18
  • S66 Uniform Combined State Law Examination
    2022-04-11
  • S63 Uniform Securities Agent State Law Examination
    2012-05-18
Other Names
  • Andrew Oconnell

View on SEC IAPD

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Other Offices

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MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
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