Cory James Boggs
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
4 statesRegistered in
CFA, CFP® certificationDesignations
$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, LLCJul 2026 to now
- Manchester Capital Management LLCMay 2017 to Jul 2026
- UnemployedFeb 2017 to May 2017
- City National BankJan 2016 to Feb 2017
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, NV, 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
- 5312821
- Firm CRD
- 288566