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Corey Alexander Kelly

Cresset Asset Management, LLC

Chicago, IL

Los Angeles, CA

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-24
CA RA APPROVED 2024-09-09
  • TX RA
    APPROVED
    Since 2025-11-24
  • CA RA
    APPROVED
    Since 2024-09-09

Branch Locations

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

2029 Century Park East Suite 1780, Los Angeles, CA 90067 • 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 Chicago IL 05/2023 Present
True Capital Management Los Angeles CA 08/2020 05/2023
Unemployed Los Angeles CA 02/2020 07/2020
Sunday Goods Los Angeles CA 02/2019 01/2020
Loudpack, Inc. Los Angeles CA 03/2018 02/2019
Creative Artist Agency (Caa) Los Angeles CA 04/2017 03/2018
Madison + Vine Los Angeles CA 09/2015 03/2017
  • 05/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
  • 08/2020 → 05/2023
    True Capital Management
    Los Angeles, CA
  • 02/2020 → 07/2020
    Unemployed
    Los Angeles, CA
  • 02/2019 → 01/2020
    Sunday Goods
    Los Angeles, CA
  • 03/2018 → 02/2019
    Loudpack, Inc.
    Los Angeles, CA
  • 04/2017 → 03/2018
    Creative Artist Agency (Caa)
    Los Angeles, CA
  • 09/2015 → 03/2017
    Madison + Vine
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2024-08-23

View on SEC IAPD

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PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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