Michael Ames Texido

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

• 09/2015 → 05/2017
  First Republic Investment Management
  Menlo Park, CA
• 09/2015 → 05/2017
  First Republic Securities Company
  Menlo Park, CA
• 05/2017 → 04/2023
  First Republic Securities Company, Llc
  Menlo Park, CA
• 05/2017 → 04/2023
  First Republic Investment Management, Inc.
  Menlo Park, CA
• 04/2023 → Present
  Cresset Asset Management, Llc
  Menlo Park, CA

Previous Registrations

• 2015-09-30 → 2023-05-17
  J.P. Morgan Private Wealth Advisors Llc
  Menlo Park, CA
  San Francisco, CA
  Palo Alto, CA
  Menlo Park, CA
• 2008-03-12 → 2015-10-01
  Constellation Wealth Advisors Llc
  Menlo Park, CA
  New York, NY
  New York, NY
• 2001-12-17 → 2008-03-17
  Citigroup Global Markets Inc.
  Menlo Park, CA
  Menlo Park, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-10
• S63 Uniform Securities Agent State Law Examination
  1996-01-15

Other Names

• Michael A Texido