Zach Elan Senft

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

• 02/2013 → 11/2017
  Morgan Stanley
  Atlanta, GA
• 11/2017 → 11/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2017 → 06/2018
  Unemployed
  Atlanta, GA
• 06/2018 → 01/2020
  Morgan Stanley
  Atanlta, GA
• 01/2020 → 05/2021
  Rockefeller Capital Management
  Atlanta, GA
• 01/2020 → 05/2021
  Rockefeller Capital Management
  Atlanta, GA
• 05/2021 → 06/2021
  Wells Fargo
  Atlanta, GA
• 07/2021 → 10/2021
  Berman Capital Advisors, Llc
  Atlanta, GA
• 10/2021 → 04/2024
  Cresset Asset Management, Llc
  Atlanta, GA
• 04/2024 → Present
  Cresset Asset Management, Llc
  Atlanta, GA

Previous Registrations

• 2021-08-30 → 2021-10-19
  Berman Capital Advisors, Llc
  Atlanta, GA
• 2021-06-05 → 2021-06-24
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 2020-01-30 → 2021-03-16
  Rockefeller Financial Llc
  Atlanta, GA
• 2018-06-20 → 2020-01-14
  Morgan Stanley
  Atlanta, GA
• 2013-04-29 → 2017-11-06
  Morgan Stanley
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2013-04-26

Other Names

• Zachary Elan Senft
• Zachary Senft