Blake Green (CRD# 6504287) is an Investment Advisor Representative working at Cresset Asset Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cresset Asset Management, LLC | Chicago, IL | Jun 2019 - Current | 4 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago, IL | Mar 2018 - Jun 2019 | 1 |
Hightower Securities, LLC | Newport Beach, CA | Jul 2017 - Feb 2018 | < 1 |
Tulane University | New Orleans, LA | Aug 2012 - Aug 2017 | 5 |
Merrill Lynch | Chicago, IL | Jun 2016 - Aug 2016 | < 1 |
Grant Thornton | Los Angeles, CA | Jan 2016 - Mar 2016 | < 1 |
Merrill Lynch | Chicago, IL | Jun 2015 - Aug 2015 | < 1 |
Hbg Health | Chicago, IL | Jul 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- IL
-
Total Assets Under Management43,670MILLIONS
-
Total Number of Accounts3,929ACCOUNTS
-
Average Account Value$11,114,819
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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