Best Investors Account Sign in

Michael Allen Bober

Cresset Asset Management, LLC

West Palm Beach, FL

Chicago, IL

Ubs Financial Services Inc.

Boca Raton, FL

Park City, UT

Boca Raton, FL

Claim This Profile
Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-26
TX RA APPROVED_RES 2026-08-26
  • PA RA
    APPROVED
    Since 2026-08-26
  • TX RA
    APPROVED_RES
    Since 2026-08-26

Branch Locations

525 Okeechobee Boulevard, Suite 1600, West Palm Beach, FL 33401 • United States

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

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-14
UT RA APPROVED 2022-03-09
FL RA APPROVED 2015-05-04
TX RA APPROVED_RES 2015-05-01
  • PA RA
    APPROVED
    Since 2023-07-14
  • UT RA
    APPROVED
    Since 2022-03-09
  • FL RA
    APPROVED
    Since 2015-05-04
  • TX RA
    APPROVED_RES
    Since 2015-05-01

Branch Locations

1800 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

Park City, UT • United States

Boca Raton, FL • 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
Ubs Financial Services Inc. Boca Raton FL 04/2015 08/2026
Cresset Asset Management, Llc West Palm Beach FL 08/2026 Present
Previous Registrations
  • 2009-03-19 → 2015-05-04
    Oppenheimer & Co. Inc.
    North Palm Beach, FL
    Boca Raton, FL
  • 2006-11-01 → 2009-03-17
    Stanford Group Company
    Boca Raton, FL
  • 2004-10-29 → 2006-11-10
    Stillpoint Wealth Management, Llc
    Boca Raton, FL
    Boca Raton, FL
  • 1992-02-25 → 2004-04-19
    Citigroup Global Markets Inc.
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-18
S63 Uniform Securities Agent State Law Examination 1992-02-26
  • S65 Uniform Investment Adviser Law Examination
    1993-10-18
  • S63 Uniform Securities Agent State Law Examination
    1992-02-26
Designations
Other Names
  • Mike Bober
  • Michael Bober

View on SEC IAPD

Other Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC
SUNRISE MANAGER LLC
SRT GROUP LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
CRESSET ASSET MANAGEMENT, LLC
NEUBERGER BERMAN BD LLC

Other Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST
RYAN JOSEPH MCGOVERN
WAYNE JULIUS SAFRO
GEORGE S MAYER
SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

More in West Palm Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor