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Brett Christopher Cloe

Cresset Asset Management, LLC

Chicago, IL

Atlanta, GA

CRD 7389347

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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:

Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-16
GA RA APPROVED 2022-08-19
  • TX RA
    APPROVED
    Since 2025-09-16
  • GA RA
    APPROVED
    Since 2022-08-19

Branch Locations

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

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • 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
Cresset Asset Management, Llc Atlanta GA 06/2022 04/2025
Nca Financial Planners Cleveland OH 06/2021 08/2021
Measured Marketing, Inc Chicago IL 06/2020 08/2020
John Carroll University University Heights OH 08/2018 05/2022
Cbiz, Inc. Cleveland OH 12/2021 02/2022
Full Time Student Chicago IL 06/2012 08/2018
Cresset Asset Management, Llc Atlanta GA 04/2025 Present
  • 06/2022 → 04/2025
    Cresset Asset Management, Llc
    Atlanta, GA
  • 06/2021 → 08/2021
    Nca Financial Planners
    Cleveland, OH
  • 06/2020 → 08/2020
    Measured Marketing, Inc
    Chicago, IL
  • 08/2018 → 05/2022
    John Carroll University
    University Heights, OH
  • 12/2021 → 02/2022
    Cbiz, Inc.
    Cleveland, OH
  • 06/2012 → 08/2018
    Full Time Student
    Chicago, IL
  • 04/2025 → Present
    Cresset Asset Management, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-30
  • S65 Uniform Investment Adviser Law Examination
    2022-07-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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