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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

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

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

Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-08-21
FL RA APPROVED 2015-05-04
TX RA APPROVED_RES 2015-05-01
  • PA RA
    APPROVED
    Since 2023-08-21
  • 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

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
  • 2009-03-31 → 2015-05-04
    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
  • 1992-04-23 → 2004-04-19
    Boca Raton, FL
Other Businesses

1) Impact 100/ investment related?:no / Boca Raton, florida, 33431 US/ Charity/ help raise funds & distribute to local charities/ "Officer of Charity, raise dollars & distribute to local charities Board of Directors"/ start date; 5/5/2020 2) Name of Business: FAU Foundation./ Address: 777 Glades Rd, Boca Raton FloridaFloridaUnited States 33431./ Investment Related: No./ Nature: Attend meetings, Exec Committee, help on several committees./ Role: Member of Board of directors./ Duty: attend meetings, on the philanthropy, investment & finance committees./ Start Date: 8/14/2019./ Hours Devoted: No. 3) Royal Palm Yacht & Country ClubCountry club of which I'm a member, Member of a committee representing the interests of any third partyGet involved on audit committee, start date-5/10/2018, Boca Raton Florida United States-33432.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-10-19
S63 Uniform Securities Agent State Law Examination 1992-04-09
  • S65 Uniform Investment Adviser Law Examination
    1993-10-19
  • S63 Uniform Securities Agent State Law Examination
    1992-04-09
Designations
Other Names
  • Eddie Ventrice
  • Edward Ventrice

View on SEC IAPD

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