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Blake Taylor Green

Cresset Asset Management, LLC

Chicago, IL

CRD 6504287

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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:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-29
IL RA APPROVED 2019-06-28
  • TX RA
    APPROVED_RES
    Since 2026-05-29
  • IL RA
    APPROVED
    Since 2019-06-28

Branch Locations

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
Cresset Asset Management, Llc Chicago IL 05/2026 Present
Tulane University New Orleans LA 08/2012 08/2017
Hightower Securities, Llc Newport Beach CA 07/2017 02/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 03/2018 06/2019
Cresset Asset Management, Llc Chicago IL 06/2019 05/2026
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-14
  • S66 Uniform Combined State Law Examination
    2017-12-14
Other Names
  • Blake T Green
  • Blake Taylor Green
  • Blake Green

View on SEC IAPD

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Nearby Investors

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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