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Wenyuan Tang Nottebohm

Cresset Asset Management, LLC

Atlanta, GA

Chicago, IL

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2021-10-05
TX RA APPROVED 2021-10-01
  • GA RA
    APPROVED
    Since 2021-10-05
  • TX RA
    APPROVED
    Since 2021-10-01

Branch Locations

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Berman Capital Advisors, Llc Atlanta GA 07/2014 10/2021
Cresset Asset Management, Llc Atlanta GA 10/2021 Present
Previous Registrations
  • 2015-05-06 → 2021-10-19
    Berman Capital Advisors, Llc
    Atlanta, GA
  • 2010-09-02 → 2012-03-08
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-01
S66 Uniform Combined State Law Examination 2010-09-01
  • S65 Uniform Investment Adviser Law Examination
    2015-07-01
  • S66 Uniform Combined State Law Examination
    2010-09-01
Designations
Other Names
  • Wenyuan Tang
  • Wen Tang
  • Wen Yuan Tang
  • Wen Tang Nottebohm
  • Wenyuan Tang Nottebohm
  • Wen Yuan Nottebohm

View on SEC IAPD

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