Leann Shea
Investment adviser representative at Cresset Asset Management, LLC
15 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
15 years in the industry.
- Cresset Asset Management, LLCSep 2023 to now
- Cerity Partners LLCNov 2021 to Sep 2023
- Bingham, Osborn, & Scarborough, LLCMay 2021 to Nov 2021
- RBC Capital Markets, LLCSep 2020 to Apr 2021
- Capfinancial Securities, LLCMay 2019 to Sep 2020
- CaptrustMay 2019 to Sep 2020
- NatixisOct 2011 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5202656
- Firm CRD
- 288566