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Bradley John Stinn

Cresset Asset Management, LLC

Menlo Park, CA

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
TX RA APPROVED 2025-11-04
CA RA APPROVED 2024-12-11
  • TX RA
    APPROVED
    Since 2025-11-04
  • CA RA
    APPROVED
    Since 2024-12-11

Branch Locations

2500 Sand Hill Rd Suite 100, Menlo Park, CA 94025 • 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
Morgan Stanley & Co., Llc New York NY 07/2018 08/2020
Zuora San Francisco CA 01/2018 07/2018
Morgan Stanley San Francisco CA 10/2016 07/2017
Unemployed Tiburon CA 08/2017 12/2017
Unemployed Berkeley CA 08/2016 09/2016
Morgan Stanley Smith Barney Llc San Francisco CA 08/2020 08/2022
Eaton Vance Distributors, Inc. New York NY 07/2022 05/2024
Cresset Asset Management, Llc Chicago IL 05/2024 Present
  • 07/2018 → 08/2020
    Morgan Stanley & Co., Llc
    New York, NY
  • 01/2018 → 07/2018
    Zuora
    San Francisco, CA
  • 10/2016 → 07/2017
    Morgan Stanley
    San Francisco, CA
  • 08/2017 → 12/2017
    Unemployed
    Tiburon, CA
  • 08/2016 → 09/2016
    Unemployed
    Berkeley, CA
  • 08/2020 → 08/2022
    Morgan Stanley Smith Barney Llc
    San Francisco, CA
  • 07/2022 → 05/2024
    Eaton Vance Distributors, Inc.
    New York, NY
  • 05/2024 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-02
S63 Uniform Securities Agent State Law Examination 2018-08-20
  • S65 Uniform Investment Adviser Law Examination
    2024-10-02
  • S63 Uniform Securities Agent State Law Examination
    2018-08-20
Other Names
  • Jack Stinn
  • Bradley John Stinn
  • Bradley John Stinn

View on SEC IAPD

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