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Michael Underwood Ellington

Investment adviser representative at Cresset Asset Management, LLC
26 yearsExperience
2 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

26 years in the industry.

  1. Cresset Asset Management, LLCNov 2025 to now
  2. Sanford C. Bernstein & Co., LLCNov 2000 to Oct 2025
  3. Alliance Capital Management LPOct 2000 to Oct 2025

Exams passed

  • Series 66 · Uniform Combined State Law1998

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
2240723
Firm CRD
288566
Advisor's SEC record (opens in a new tab)
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