Eric Henes Schoener

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

• 03/2016 → 07/2020
  Pagnato Karp Partners, Llc
  Reston, VA
• 07/2020 → Present
  Cresset Asset Management, Llc
  Reston, VA

Previous Registrations

• 2016-04-12 → 2020-07-09
  Pagnatokarp Partners, Llc
  Reston, VA
• 2014-12-17 → 2016-03-10
  Hightower Advisors, Llc
  Reston, VA
• 2012-06-01 → 2014-12-26
  M&T Securities, Inc.
  Washington, DC
  Baltimore, MD
  Washington, DC
  Baltimore, MD
• 2009-01-04 → 2011-11-08
  Wells Fargo Clearing Services, Llc
  Bethesda, MD
  Charlotte, NC
• 2009-10-23 → 2009-10-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA
  Mclean, VA
• 2008-07-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Philadelphia, PA
  Philadelphia, PA
  Washington, DC
  Washington, DC
  Mclean, VA
• 2001-04-16 → 2005-06-09
  Charles Schwab & Co., Inc.
  Wayne, PA

Exams

• S66 Uniform Combined State Law Examination
  2008-06-26
• S63 Uniform Securities Agent State Law Examination
  1994-03-03

Designations

• Certified Financial Planner