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Lauren Poe Watson

Cresset Asset Management, LLC

Reston, VA

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 2025-11-04
VA RA APPROVED 2024-06-20
  • TX RA
    APPROVED
    Since 2025-11-04
  • VA RA
    APPROVED
    Since 2024-06-20

Branch Locations

: 1900 Reston Metro Plaza Suite 900, Reston, VA 20190 • 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
Wms Partners, Llc Towson MD 10/2015 10/2019
Cresset Asset Management, Llc Reston VA 06/2020 02/2022
Pagnato Karp Partners, Llc Reston VA 11/2019 06/2020
Brightside Advisory Partners, Llc Baltimore MD 02/2022 04/2024
Cresset Asset Management, Llc Chicago IL 06/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-02
  • S66 Uniform Combined State Law Examination
    2012-08-02
Designations
Other Names
  • Lauren Elizabeth Poe

View on SEC IAPD

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