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Steven Richard Lilly

Silvercrest Asset Management Group LLC

New York, NY

Milwaukee, WI

CRD 2655666

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Employer firm

Silvercrest Asset Management Group LLC CRD 118333

$28.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Silvercrest Asset Management Group Llc

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-21
  • WI RA
    APPROVED
    Since 2025-01-21

Branch Locations

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

825 North Jefferson St Suite# 40, Milwaukee, WI 53202 • 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
Cortina Asset Management Milwaukee WI 07/2007 06/2019
Silvercrest Asset Management Group Llc New York NY 07/2019 Present
Previous Registrations
  • 2011-09-12 → 2019-07-30
    Cortina Asset Management, Llc
    Milwaukee, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-09-23
  • S63 Uniform Securities Agent State Law Examination
    2011-09-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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