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Lacey Lynne Schoenbachler

Cresset Asset Management, LLC

Atlanta, GA

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
GA RA APPROVED 2021-10-05
  • GA RA
    APPROVED
    Since 2021-10-05

Branch Locations

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • 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
Edge Capital Partners Llc Atlanta GA 11/2013 02/2018
Berman Capital Advisors Llc Atlanta GA 02/2018 09/2020
Cresset Asset Management, Llc Atlanta GA 10/2021 05/2023
Cresset Asset Management, Llc Chicago IL 01/2024 Present
Cresset Asset Management, Llc Atlanta GA 05/2023 01/2024
Berman Capital Advisors, Llc Atlanta GA 09/2020 10/2021
Previous Registrations
  • 2018-05-01 → 2021-10-19
    Berman Capital Advisors, Llc
    Atlanta, GA
  • 2017-05-19 → 2018-04-16
    Edge Advisors, Llc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-13
  • S65 Uniform Investment Adviser Law Examination
    2017-04-13
Other Names
  • Lacey Lynne Tuner
  • Lacey Lynne Turner

View on SEC IAPD

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