Nathan David Stoker

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

• 06/2018 → 09/2019
  Ubs Financial Services Inc.
  Beverly Hills, CA
• 05/2014 → 05/2018
  Pepperdine University
  Malibu, CA
• 09/2019 → 05/2022
  Created Wealth Advisory
  Los Angeles, CA
• 05/2022 → 01/2024
  Tcwl Llc Dba Created Wealth Advisory
  Beachwood, OH
• 01/2024 → Present
  Cresset Asset Management, Llc
  Chicago, IL

Previous Registrations

• 2023-06-15 → 2024-01-26
  Truclarity Wealth Advisors
  Los Angeles, CA
  Beachwood, OH
  Los Angeles, CA
• 2018-12-28 → 2019-10-08
  Ubs Financial Services Inc.
  Beverly Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-12-27

Designations

• Certified Financial Planner

Other Names

• Nathan Stoker