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Robert Scott Politz

Cresset Asset Management, LLC

Austin, TX

Chicago, IL

CRD 7058095

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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 2023-09-19
  • TX RA
    APPROVED
    Since 2023-09-19

Branch Locations

Austin, TX • 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
Avondale Wealth Management, Llc Austin TX 07/2020 10/2020
Pilytix Llc Austin TX 09/2019 07/2020
St. Louis Cardinals, Llc St. Louis MO 06/2019 05/2020
Yale University New Haven CT 08/2015 05/2019
Avondale Wealth Management, Llc Austin TX 10/2020 09/2023
Cresset Asset Management, Llc Austin TX 09/2023 04/2026
Cresset Asset Management, Llc Austin TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-09
  • S65 Uniform Investment Adviser Law Examination
    2020-10-09
Designations
  • Certified Financial Planner
Other Names
  • Robert Scott Politz
  • Scott Politz

View on SEC IAPD

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