Brett Jerome Greenspan

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

• 06/2016 → 05/2019
  Morningstar Investment Services Llc
  Chicago, IL
• 07/2019 → 03/2020
  Fidelity Brokerage Services
  Highland Park, IL
• 03/2020 → 06/2022
  Morningstar Investment Services Llc
  Chicago, IL
• 07/2022 → 04/2023
  Cresset Asset Management, Llc
  Chicago, IL
• 04/2023 → 04/2023
  Cresset Asset Management, Llc
  Chicago, IL
• 04/2023 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2020-06-22 → 2022-07-18
  Morningstar Investment Services Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2019-07-11 → 2020-04-17
  Fidelity Personal And Workplace Advisors
  Highland Park, IL
• 2016-07-20 → 2019-05-31
  Morningstar Investment Services Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Haverford, PA
• 2013-02-24 → 2016-06-21
  Morgan Stanley
  Glenview, IL
  Deerfield, IL
  South Jordan, UT
  Chicago, IL
  Glenview, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-17
• S66 Uniform Combined State Law Examination
  2013-02-22

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Brett Jerome Greenspan
• Brett Greenspan