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Henry Houston Dale

Cresset Asset Management, LLC

Dallas, TX

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
  • TX RA
    APPROVED
    Since 2025-12-19

Branch Locations

3953 Maple Avenue Suite 250, Dallas, TX 75219 • 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 Chicago IL 06/2025 Present
Unemployed Dallas TX 03/2025 03/2025
Home Tax Solutions Dallas TX 01/2025 03/2025
Unemployed Dallas TX 08/2024 01/2025
Bank Of America Dallas TX 06/2024 08/2024
Unemployed Purchase NY 08/2023 06/2024
Altium Wealth Management Purchase NY 05/2023 08/2023
Unemployed Darien CT 08/2021 05/2023
Tokeneke Club Darien CT 06/2021 08/2021
Unemployed Darien CT 08/2020 06/2021
Tokeneke Club Darien CT 06/2020 08/2020
Unemployed Darien CT 08/2019 06/2020
Tokeneke Club Darien CT 06/2019 08/2019
Unemployed Darien CT 08/2018 06/2019
Tokeneke Club Darien CT 06/2018 08/2018
Student Greenwich CT 06/2015 06/2018
  • 06/2025 → Present
    Cresset Asset Management, Llc
    Chicago, IL
  • 03/2025 → 03/2025
    Unemployed
    Dallas, TX
  • 01/2025 → 03/2025
    Home Tax Solutions
    Dallas, TX
  • 08/2024 → 01/2025
    Unemployed
    Dallas, TX
  • 06/2024 → 08/2024
    Bank Of America
    Dallas, TX
  • 08/2023 → 06/2024
    Unemployed
    Purchase, NY
  • 05/2023 → 08/2023
    Altium Wealth Management
    Purchase, NY
  • 08/2021 → 05/2023
    Unemployed
    Darien, CT
  • 06/2021 → 08/2021
    Tokeneke Club
    Darien, CT
  • 08/2020 → 06/2021
    Unemployed
    Darien, CT
  • 06/2020 → 08/2020
    Tokeneke Club
    Darien, CT
  • 08/2019 → 06/2020
    Unemployed
    Darien, CT
  • 06/2019 → 08/2019
    Tokeneke Club
    Darien, CT
  • 08/2018 → 06/2019
    Unemployed
    Darien, CT
  • 06/2018 → 08/2018
    Tokeneke Club
    Darien, CT
  • 06/2015 → 06/2018
    Student
    Greenwich, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-19
  • S65 Uniform Investment Adviser Law Examination
    2025-12-19

View on SEC IAPD

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