Mark Steven Ostroff
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
5 statesRegistered in
$78.9BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cresset Asset Management, LLCMar 2026 to now
- Mai Capital Management, LLCNov 2025 to Mar 2026
- Evoke AdvisorsJan 2025 to Oct 2025
- Oath Private CapitalJan 2020 to Dec 2024
- Alloy Asset ManagementJan 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 5 states (CA, CT, FL, NY, TX).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1435628
- Firm CRD
- 288566