Bradley John Stinn

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2020-08-28 → 2022-08-11
  Morgan Stanley
  San Francisco, CA

Exams

• 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