Amanda Rae Plonski

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

• 03/2016 → 06/2020
  Pagnatokarp Partners, Llc
  Reston, VA
• 06/2020 → 12/2023
  Cresset Asset Management, Llc
  Reston, VA
• 01/2024 → Present
  Cresset Asset Management, Llc
  Reston, VA

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

• S65 Uniform Investment Adviser Law Examination
  2010-08-19
• S63 Uniform Securities Agent State Law Examination
  2009-06-23

Designations

• Certified Financial Planner

Other Names

• Amanda Rae Knott