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Kaitlyn Alyse Greco

Cresset Asset Management, LLC

Atlanta, GA

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
GA RA APPROVED 2025-04-03
  • GA RA
    APPROVED
    Since 2025-04-03

Branch Locations

3445 Peachtree Rd Suite 1400, Atlanta, GA 30326 • 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
Equitable Advisors, Llc New York NY 07/2023 01/2024
First Citizens Bank Easley SC 04/2023 06/2023
Clemson University Clemson SC 08/2019 05/2023
Woodmount High School Piedmont SC 08/2016 06/2019
Truist Investment Services, Inc. Atlanta GA 05/2022 08/2022
Up On The Roof Greenville SC 05/2020 01/2022
Tipsy Taco Simpsonville SC 10/2018 07/2019
Gravitopia (Circustrix) Greenville SC 10/2017 08/2018
Unemployed Austin TX 01/2024 09/2024
Cresset Asset Management, Llc Chicago IL 09/2024 Present
  • 07/2023 → 01/2024
    Equitable Advisors, Llc
    New York, NY
  • 04/2023 → 06/2023
    First Citizens Bank
    Easley, SC
  • 08/2019 → 05/2023
    Clemson University
    Clemson, SC
  • 08/2016 → 06/2019
    Woodmount High School
    Piedmont, SC
  • 05/2022 → 08/2022
    Truist Investment Services, Inc.
    Atlanta, GA
  • 05/2020 → 01/2022
    Up On The Roof
    Greenville, SC
  • 10/2018 → 07/2019
    Tipsy Taco
    Simpsonville, SC
  • 10/2017 → 08/2018
    Gravitopia (Circustrix)
    Greenville, SC
  • 01/2024 → 09/2024
    Unemployed
    Austin, TX
  • 09/2024 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2023-10-09
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2023-10-09

View on SEC IAPD

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