Timothy Robert Ross

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

• 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

• S66 Uniform Combined State Law Examination
  2005-05-11

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Tim Ross