Best Investors
Account
Sign in
Best Investors
Account
Sign in
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-03-28 |
Branch Locations
1144 15Th Street Suite 3675, Denver, CO 80202 • United States
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Consulting Inc | Newport Beach | CA | 11/2015 | 08/2018 |
| Peer Street Inc | El Segundo | CA | 08/2018 | 04/2020 |
| Monograph Wealth Advisors, Llc | El Segundo | CA | 01/2021 | 09/2022 |
| Self-Employed | El Segundo | CA | 04/2020 | 01/2021 |
| Cresset Asset Management, Llc | Denver | CO | 03/2023 | 02/2025 |
| Self-Employed | Denver | CO | 10/2022 | 03/2023 |
| Cresset Asset Management, Llc | Denver | CO | 02/2025 | Present |
As of August 2021, Mr. Moel serves as trustee for two trusts where he performs administrative/maintenance duties, makes discretionary decisions, and provides fiduciary oversight. The trustee positions are not investment related. Mr. Moel devotes approximately one hour per month in this capacity, the entirety of which is outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-12 |
Reach out to this advisor