Thomas Carrier Mckeown

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

• 06/2015 → 12/2021
  Fidelity Investments
  Chicago, IL
• 12/2021 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2018-07-13 → 2022-01-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-05-09 → 2018-07-13
  Strategic Advisers Llc
  Chicago, IL
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2016-04-29
• S63 Uniform Securities Agent State Law Examination
  2015-09-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst