Best Investors Account Sign in
Inactive

Christopher S Fisher

Cresset Asset Management, LLC

Chicago, IL

San Francisco, CA

CRD 7538259

Claim This Profile
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:

Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-04-25
  • CA RA
    APPROVED
    Since 2024-04-25

Branch Locations

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

101 California St Suite 2900, San Francisco, CA 94111 • 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 Investment Management, Inc. San Francisco CA 03/2022 04/2024
First Republic Securities Company, Llc San Francisco CA 04/2022 09/2023
Doordash Burlingame CA 08/2016 04/2022
Student (Denison University) Granville OH 08/2016 05/2020
J.P. Morgan Securities Llc San Francisco CA 09/2023 04/2024
Jp Morgan Chase Bank, N.A. San Francisco CA 10/2023 04/2024
Cresset Asset Management, Llc Chicago IL 04/2024 Present
  • 03/2022 → 04/2024
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 04/2022 → 09/2023
    First Republic Securities Company, Llc
    San Francisco, CA
  • 08/2016 → 04/2022
    Doordash
    Burlingame, CA
  • 08/2016 → 05/2020
    Student (Denison University)
    Granville, OH
  • 09/2023 → 04/2024
    San Francisco, CA
  • 10/2023 → 04/2024
    Jp Morgan Chase Bank, N.A.
    San Francisco, CA
  • 04/2024 → Present
    Chicago, IL
Previous Registrations
  • 2022-06-28 → 2024-04-22
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
  • 2024-03-08 → 2024-04-20
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-25
  • S66 Uniform Combined State Law Examination
    2022-06-25
Other Names
  • Chris Fisher
  • Christopher Scott Fisher

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor