Joseph Stanley Falchek

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 05/2019
  Pagnatokarp Partners, Llc
  Reston, VA
• 04/2021 → 01/2024
  Cresset Asset Management, Llc
  Reston, VA
• 05/2019 → 04/2021
  Sullivan Bruyette Speros & Blayney
  Mclean, VA
• 01/2024 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2019-05-28 → 2021-04-14
  Sbsb Financial Advisors
  Mclean, VA
• 2018-05-17 → 2019-05-03
  Pagnatokarp Partners, Llc
  Reston, VA
• 2014-02-06 → 2016-02-29
  Wells Fargo Clearing Services, Llc
  Alexandria, VA
  Mclean, VA

Exams

• S66 Uniform Combined State Law Examination
  2014-02-06
• S63 Uniform Securities Agent State Law Examination
  2012-09-13

Designations

• Certified Financial Planner

Other Names

• Joseph Falchek
• Joseph Stanley Falchek
• Joseph Stanley Falchek