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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 2024-04-01
GA RA APPROVED 2022-08-19
FL RA APPROVED 2022-06-22
NC RA APPROVED 2022-06-07
  • TX RA
    APPROVED
    Since 2024-04-01
  • GA RA
    APPROVED
    Since 2022-08-19
  • FL RA
    APPROVED
    Since 2022-06-22
  • NC RA
    APPROVED
    Since 2022-06-07

Branch Locations

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

525 Okeechobee Boulevard Suite 1600, West Palm Beach, FL 33401 • 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
Alliancebernstein L.P. New York NY 02/2010 03/2018
Gam Services Inc. New York NY 05/2018 06/2019
Altrius Capital Management Inc. New Bern NC 07/2019 05/2022
Cresset Asset Management, Llc West Palm Beach FL 05/2022 04/2026
Cresset Asset Management, Llc West Palm Beach FL 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
S63 Uniform Securities Agent State Law Examination 2010-10-11
  • S66 Uniform Combined State Law Examination
    2015-07-16
  • S63 Uniform Securities Agent State Law Examination
    2010-10-11
Designations
Other Names
  • Robert Anthony Dangelo

View on SEC IAPD

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