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Nicholas Williams Smith

Cresset Asset Management, LLC

New York, NY

Chicago, IL

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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 2026-06-23
NY RA APPROVED 2026-06-23
TX RA APPROVED 2026-06-23
  • CA RA
    APPROVED
    Since 2026-06-23
  • NY RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2026-06-23

Branch Locations

565 5Th Avenue 27Th Floor, New York, NY 10017 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Merrill Lynch New York NY 07/2021 05/2024
Bessemer Trust New York NY 06/2014 02/2019
Cornell University's S.C. Johnson Graduate School Of Management New York NY 07/2018 05/2020
Unemployed New York NY 05/2020 07/2021
Lazard Asset Management Llc New York NY 06/2024 06/2026
Cresset Asset Management, Llc New York NY 06/2026 Present
  • 07/2021 → 05/2024
    Merrill Lynch
    New York, NY
  • 06/2014 → 02/2019
    Bessemer Trust
    New York, NY
  • 07/2018 → 05/2020
    Cornell University's S.C. Johnson Graduate School Of Management
    New York, NY
  • 05/2020 → 07/2021
    Unemployed
    New York, NY
  • 06/2024 → 06/2026
    Lazard Asset Management Llc
    New York, NY
  • 06/2026 → Present
    Cresset Asset Management, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2023-01-27
Other Names
  • Nicholas Smith

View on SEC IAPD

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