Nicholas ParrishCRD Number: 3274747
Current Firm: Cresset Partners LLC
Nicholas Parrish (CRD# 3274747) is an Investment Advisor Representative working at Cresset Partners LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Foreside Fund Services, LLC||Chicago, IL||Sep 2021 - Current||< 1|
|Cresset Administrative Services Corporation||Chicago, IL||Jul 2018 - Current||3|
|Foreside Financial Services, LLC||Chicago, IL||Sep 2018 - May 2019||< 1|
|Grosvenor Capital Management, LP||Chicago, IL||Apr 2016 - Jun 2018||2|
|Grosvenor Capital Management, LP||Chicago, IL||Jun 2007 - Apr 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
Total Assets Under Management173MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$19,275,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CT, DE, IL
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