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Lillian Vassilatos

Cresset Asset Management, LLC

West Palm Beach, FL

Chicago, IL

CRD 6914212

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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:

Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-10-01
  • FL RA
    APPROVED
    Since 2019-10-01

Branch Locations

525 Okeechobee Blvd Suite 1700, West Palm Beach, FL 33401 • 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
Cresset Asset Management, Llc West Palm Beach FL 11/2018 Present
The Northern Trust Company Palm Beach FL 06/2008 11/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-26
  • S65 Uniform Investment Adviser Law Examination
    2019-08-26

View on SEC IAPD

Nearby Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC

Nearby Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST

Nearby Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL

More in West Palm Beach, FL

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