Andrew Peter Preisendanz

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

• 04/2013 → 02/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 12/2013 → 02/2021
  Bank Of America, N.A.
  Fort Worth, TX
• 05/2021 → 08/2023
  Cresset Asset Management
  Reston, VA
• 08/2023 → Present
  Cresset Asset Management
  Chicago, IL

Previous Registrations

• 2013-07-23 → 2021-02-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2013-07-18

Other Names

• Andrew Preisendanz
• Andy Peter Preisendanz
• Andrew P Preisendanz