Lillian Vassilatos, financial advisor West Palm Beach FL

Lillian Vassilatos

CRD Number: 6914212
Current Firm: Cresset Asset Management, LLC

Lillian Vassilatos (CRD# 6914212) is an Investment Advisor Representative working at Cresset Asset Management, LLC in West Palm Beach, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cresset Asset Management, LLC West Palm Beach, FL Nov 2018 - Current 5
The Northern Trust Company Palm Beach, FL Jun 2008 - Nov 2018 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Lillian Vassilatos
Phone Number: 312-429-2400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    43,670
    MILLIONS
  • Total Number of Accounts
    3,929
    ACCOUNTS
  • Average Account Value
    $11,114,819
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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