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Stephen Herman Berardi

Cresset Asset Management, LLC

Reston, VA

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
TX RA APPROVED 2020-06-16
VA RA APPROVED 2020-06-16
  • TX RA
    APPROVED
    Since 2020-06-16
  • VA RA
    APPROVED
    Since 2020-06-16

Branch Locations

11951 Freedom Drive Suite 1260, Reston, VA 20190 • 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
Abbot Downing Mclean VA 04/2014 07/2017
Pagnatokarp Partners, Llc Reston VA 07/2017 06/2020
Cresset Asset Management, Llc Reston VA 06/2020 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-09-29
  • S65 Uniform Investment Adviser Law Examination
    1998-09-29
Designations
Other Names
  • Steve Berardi
  • Stephen Berardi

View on SEC IAPD

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HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY
SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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