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Sarah Simon

Cresset Asset Management, LLC

San Francisc, CA

Chicago, IL

Islip, NY

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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_RES 2025-11-05
NY RA APPROVED 2023-01-18
CA RA APPROVED 2020-03-30
  • TX RA
    APPROVED_RES
    Since 2025-11-05
  • NY RA
    APPROVED
    Since 2023-01-18
  • CA RA
    APPROVED
    Since 2020-03-30

Branch Locations

101 California Street Suite 4200, San Francisc, CA 94111 • United States

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

Islip, NY • 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
Coastal Bridge Advisors Westport CT 01/2015 09/2017
Coastal Bridge Advisors Westport CT 11/2017 03/2020
Cresset Asset Management, Llc San Francisco CA 03/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-14
  • S65 Uniform Investment Adviser Law Examination
    2013-11-14

View on SEC IAPD

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