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Daniel Lee Morgan

Cresset Asset Management, LLC

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 2026-08-19
IL RA APPROVED 2025-08-14
  • TX RA
    APPROVED
    Since 2026-08-19
  • IL RA
    APPROVED
    Since 2025-08-14

Branch Locations

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
Citigroup Chicago IL 08/2022 03/2024
Citigroup Chicago IL 06/2022 08/2022
Gold Coast Bank Chicago IL 06/2021 08/2021
University Of Iowa Krause Fund Iowa City IA 01/2021 06/2021
Fedex Wheeling IL 06/2020 08/2020
Dairy Queen Des Plaines IL 07/2018 08/2019
Prospect High School Mount Prospect IL 08/2015 05/2019
University Of Iowa Iowa City IA 08/2019 12/2022
Hightower Advisors Chicago IL 03/2024 05/2025
Cresset Asset Management, Llc Chicago IL 06/2025 Present
  • 08/2022 → 03/2024
    Citigroup
    Chicago, IL
  • 06/2022 → 08/2022
    Citigroup
    Chicago, IL
  • 06/2021 → 08/2021
    Gold Coast Bank
    Chicago, IL
  • 01/2021 → 06/2021
    University Of Iowa Krause Fund
    Iowa City, IA
  • 06/2020 → 08/2020
    Fedex
    Wheeling, IL
  • 07/2018 → 08/2019
    Dairy Queen
    Des Plaines, IL
  • 08/2015 → 05/2019
    Prospect High School
    Mount Prospect, IL
  • 08/2019 → 12/2022
    University Of Iowa
    Iowa City, IA
  • 03/2024 → 05/2025
    Hightower Advisors
    Chicago, IL
  • 06/2025 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-14
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S65 Uniform Investment Adviser Law Examination
    2025-08-14
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Designations
Other Names
  • Daniel Morgan

View on SEC IAPD

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PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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