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Amanda Rae Plonski

Cresset Asset Management, LLC

Reston, VA

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
TX RA APPROVED 2020-06-16
VA RA APPROVED 2020-06-16
  • TX RA
    APPROVED
    Since 2020-06-16
  • VA RA
    APPROVED
    Since 2020-06-16

Branch Locations

1900 Reston Metro Plaza Suite 900, Reston, VA 20190 • 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
Pagnatokarp Partners, Llc Reston VA 03/2016 06/2020
Cresset Asset Management, Llc Reston VA 06/2020 12/2023
Cresset Asset Management, Llc Reston VA 01/2024 Present
Previous Registrations
  • 2018-05-18 → 2020-06-16
    Pagnatokarp Partners, Llc
    Reston, VA
  • 2014-02-20 → 2016-03-10
    Hightower Advisors, Llc
    Reston, VA
  • 2013-05-03 → 2014-02-20
    U.S. Financial Advisors
    Bethesda, MD
    Wilmington, DE
  • 2011-06-03 → 2013-05-14
    Osaic Fs, Inc.
    Bethesda, MD
  • 2010-08-20 → 2011-05-26
    Uvest Financial Services Group, Inc.
    Baltimore, MD
    Odenton, MD
    Glen Burnie, MD
    Severna Park, MD
    Easton, MD
    Lutherville, MD
    Perry Hall, MD
    Annapolis, MD
    Baltimore, MD
    Charlotte, NC
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-08-19
S63 Uniform Securities Agent State Law Examination 2009-06-23
  • S65 Uniform Investment Adviser Law Examination
    2010-08-19
  • S63 Uniform Securities Agent State Law Examination
    2009-06-23
Designations
Other Names
  • Amanda Rae Knott

View on SEC IAPD

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AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

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SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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