Aileen Kay Braga
Investment adviser representative at Cresset Asset Management, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Cresset Asset Management, LLCJan 2025 to now
- UnemployedJul 2024 to Jan 2025
- J.P. Morgan Securities LLCSep 2023 to Jul 2024
- First Republic Securities Company, LLCJun 2023 to Sep 2023
- First Republic Investment Management, IncJul 2020 to Jul 2024
- Na - Member of Promatch - Silicon Valley's Professional NetworkJan 2020 to Jul 2020
- Saratoga Research & Investment ManagementMar 2010 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2241901
- Firm CRD
- 288566