Karen Sotallaro
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$78.9BFirm assets
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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, LLCFeb 2022 to now
- Oak Harvest Financial GroupApr 2021 to Feb 2022
- Oak Harvest Investment ServicesApr 2021 to Feb 2022
- D.H. Hill Securities, LllpJun 2018 to Apr 2021
- Asset Management AdvisorsMay 2018 to Apr 2021
- Houston Asset ManagementJul 2016 to May 2018
- Sagepoint Financial, Inc.Jul 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 2806689
- Firm CRD
- 288566