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Lillian Vassilatos

Cresset Asset Management, LLC

West Palm Beach, FL

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
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

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