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Michael Stephen Anderson

Cresset Asset Management, LLC

Dallas, TX

Chicago, IL

CRD 8005749

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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 2025-01-29
  • TX RA
    APPROVED
    Since 2025-01-29

Branch Locations

3953 Maple Avenue Suite 250, Dallas, TX 75219 • 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
Student Chicago IL 08/2014 05/2022
Hdvi Chicago IL 06/2022 09/2022
Ch Investment Partners Dallas TX 09/2022 11/2024
Cresset Asset Management, Llc Chicago IL 02/2024 Present
  • 08/2014 → 05/2022
    Student
    Chicago, IL
  • 06/2022 → 09/2022
    Hdvi
    Chicago, IL
  • 09/2022 → 11/2024
    Ch Investment Partners
    Dallas, TX
  • 02/2024 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-28
  • S65 Uniform Investment Adviser Law Examination
    2025-01-28

View on SEC IAPD

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