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Todd Alan Tautfest

Cresset Asset Management, LLC

Chicago, IL

Atlanta, GA

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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 2021-05-14
GA RA APPROVED 2020-10-29
  • TX RA
    APPROVED
    Since 2021-05-14
  • GA RA
    APPROVED
    Since 2020-10-29

Branch Locations

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

3445 Peachtree Road Nw Suite 1400, Atlanta, GA 30326 • 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
Cresset Asset Management, Llc Atlanta GA 03/2020 Present
Wilmington Trust Atlanta GA 10/2009 03/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-28
S63 Uniform Securities Agent State Law Examination 1992-09-15
  • S65 Uniform Investment Adviser Law Examination
    2020-10-28
  • S63 Uniform Securities Agent State Law Examination
    1992-09-15

View on SEC IAPD

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