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Erica Camille Berger

Cresset Asset Management, LLC

Irvine, CA

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 2023-08-18
  • CA RA
    APPROVED
    Since 2023-08-18

Branch Locations

Irvine, CA • 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
Buffalo Capital Corporation Newport Beach CA 01/2015 07/2020
Knightsbridge Wealth Management Newport Beach CA 07/2020 08/2023
Cresset Asset Management, Llc Chicago IL 08/2023 Present
Previous Registrations
  • 2020-07-29 → 2023-08-09
    Knightsbridge Wealth Management
    Newport Beach, CA
    Newport Beach, CA
    Newport Beach, CA
  • 2019-11-18 → 2020-07-23
    Buffalo Capital Corporation
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-21
  • S65 Uniform Investment Adviser Law Examination
    2019-10-21

View on SEC IAPD

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