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Inactive

Maria Nicole Rogers

Cresset Asset Management, LLC

Menlo Park, CA

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-17
  • CA RA
    APPROVED
    Since 2023-05-17

Branch Locations

2500 Sand Hill Road Suite 110, Menlo Park, CA 94025 • 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
First Republic Securities Company, Llc Menlo Park CA 03/2022 04/2023
First Republic Investment Management, Inc. Menlo Park CA 12/2020 04/2023
Student, Princeton University Princeton NJ 09/2016 05/2020
Unemployed Piedmont CA 05/2020 12/2020
Unemployed Piedmont CA 05/2016 09/2016
Camp Galileo Alameda CA 06/2017 08/2018
Cal Ripken Sr Foundation Baltimore MD 06/2019 08/2019
Princeton University Princeton NJ 10/2016 03/2020
Cresset Asset Management, Llc Chicago IL 04/2023 Present
  • 03/2022 → 04/2023
    First Republic Securities Company, Llc
    Menlo Park, CA
  • 12/2020 → 04/2023
    First Republic Investment Management, Inc.
    Menlo Park, CA
  • 09/2016 → 05/2020
    Student, Princeton University
    Princeton, NJ
  • 05/2020 → 12/2020
    Unemployed
    Piedmont, CA
  • 05/2016 → 09/2016
    Unemployed
    Piedmont, CA
  • 06/2017 → 08/2018
    Camp Galileo
    Alameda, CA
  • 06/2019 → 08/2019
    Cal Ripken Sr Foundation
    Baltimore, MD
  • 10/2016 → 03/2020
    Princeton University
    Princeton, NJ
  • 04/2023 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
  • 2022-07-26 → 2023-05-17
    J.P. Morgan Private Wealth Advisors Llc
    Menlo Park, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-23
  • S66 Uniform Combined State Law Examination
    2022-07-23

View on SEC IAPD

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