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444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-14 |
| GA | RA | APPROVED | 2020-03-31 |
Branch Locations
444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States
3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Wilmington | DE | 08/2011 | 03/2020 |
| M&T Securities, Inc | Wilmington | DE | 08/2011 | 03/2020 |
| Cresset Asset Management, Llc | Atlanta | GA | 09/2025 | Present |
| Cresset Asset Management, Llc | Atlanta | GA | 03/2020 | 04/2022 |
| Cresset Asset Management, Llc | Atlanta | GA | 04/2022 | 09/2025 |
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