Brendan Lawrence Hungerford

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 → 07/2017
  The Ayco Company, L.P./Mercer Allied
  Albany, NY
• 06/2019 → 06/2022
  Merrill Lynch, Pierce, Fenner, & Smith Incorporated
  Atlanta, GA
• 09/2017 → 06/2019
  Lcg Associates, Inc.
  Atlanta, GA
• 06/2022 → 03/2024
  Cresset Asset Management, Llc
  Atlanta, GA
• 03/2024 → 04/2025
  Cresset Asset Management, Llc
  Atlanta, GA
• 04/2025 → Present
  Cresset Asset Management, Llc
  Atlanta, GA

Previous Registrations

• 2019-07-10 → 2022-06-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

As of 10/2024 , Mr. Hungerford serves as trustee for certain client accounts, providing general administrative and fiduciary services. This endeavor is not investment related. Mr. Hungerford devotes 1-5 hours per year in this capacity, some of which may occur during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2019-08-09

Designations

• Chartered Financial Analyst

Other Names

• Brendan Lawrence Hungerford
• Brendan Hungerford