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Abigail Caso Holmes

Cresset Asset Management, LLC

Reston, VA

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 2025-12-19
VA RA APPROVED 2024-08-27
  • TX RA
    APPROVED
    Since 2025-12-19
  • VA RA
    APPROVED
    Since 2024-08-27

Branch Locations

1900 Reston Metro Plaza Ste. 1900, Reston, VA 20190 • 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
Wms Partners, Llc Towson MD 08/2015 11/2019
Brightside Advisory Partners, Llc Baltimore MD 11/2019 06/2024
Cresset Asset Management, Llc Chicago IL 08/2024 Present
Previous Registrations
  • 2019-11-12 → 2024-06-17
    Brightside Partners
    Baltimore, MD
  • 2017-08-22 → 2019-11-26
    Wms Partners, Llc
    Towson, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-22
  • S65 Uniform Investment Adviser Law Examination
    2017-08-22
Designations
Other Names
  • Abby Holmes
  • Abigail Elizabeth Caso

View on SEC IAPD

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F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

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ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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