Stephen Herman Berardi

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 07/2017
  Abbot Downing
  Mclean, VA
• 07/2017 → 06/2020
  Pagnatokarp Partners, Llc
  Reston, VA
• 06/2020 → Present
  Cresset Asset Management, Llc
  Reston, VA

Previous Registrations

• 2017-07-10 → 2020-06-16
  Pagnatokarp Partners, Llc
  Reston, VA
• 2003-09-15 → 2014-05-08
  Gfo Advisory Services, Llc
  Chevy Chase, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-29

Designations

• Chartered Financial Analyst

Other Names

• Steve Berardi
• Stephen Berardi