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Inactive

Timothy Robert Ross

Cresset Asset Management, LLC

Chicago, IL

Menlo Park, CA

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-04-21
  • CA RA
    APPROVED
    Since 2023-04-21

Branch Locations

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

2500 Sand Hill Road Suite 110, Menlo Park, CA 94025 • 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
First Republic Securities Company Llc Menlo Park CA 09/2015 04/2023
First Republic Investment Management Menlo Park CA 09/2015 04/2023
Cresset Asset Management, Llc Menlo Park CA 04/2023 Present
  • 09/2015 → 04/2023
    First Republic Securities Company Llc
    Menlo Park, CA
  • 09/2015 → 04/2023
    First Republic Investment Management
    Menlo Park, CA
  • 04/2023 → Present
    Cresset Asset Management, Llc
    Menlo Park, CA
Previous Registrations
  • 2018-05-21 → 2023-05-17
    J.P. Morgan Private Wealth Advisors Llc
    Palo Alto, CA
    Menlo Park, CA
  • 2008-03-12 → 2010-12-31
    Constellation Wealth Advisors Llc
    Menlo Park, CA
    New York, NY
    New York, NY
  • 2005-05-16 → 2008-03-17
    Citigroup Global Markets Inc.
    Menlo Park, CA
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-05-11
  • S66 Uniform Combined State Law Examination
    2005-05-11
Designations
Other Names
  • Tim Ross

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
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