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Nicolette Jane Davicino

Cresset Asset Management, LLC

Chicago, IL

Reston, VA

CRD 6821402

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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
VA RA APPROVED 2026-07-28
  • VA RA
    APPROVED
    Since 2026-07-28

Branch Locations

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

1900 Reston Metro Plaza Ste 900, Reston, VA 20190 • 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
George Mason University Fairfax VA 08/2013 05/2017
Armstrong, Fleming & Moore Washington DC 06/2017 05/2026
Commonwealth Financial Network Waltham MA 05/2024 05/2026
Cresset Asset Management. Llc Reston VA 05/2026 Present
  • 08/2013 → 05/2017
    George Mason University
    Fairfax, VA
  • 06/2017 → 05/2026
    Armstrong, Fleming & Moore
    Washington, DC
  • 05/2024 → 05/2026
    Commonwealth Financial Network
    Waltham, MA
  • 05/2026 → Present
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-11-15
  • S63 Uniform Securities Agent State Law Examination
    2018-11-15
Designations
  • Certified Financial Planner
Other Names
  • Nicolette Davicino

View on SEC IAPD

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