Thomas Charles Pell
Investment adviser representative at Cresset Asset Management, LLC
7 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
7 years in the industry.
- Cresset Asset Management, LLCJun 2022 to now
- Meristem Family Wealth LLCFeb 2022 to Jun 2022
- Advisornet Wealth ManagementOct 2021 to Feb 2022
- Great Waters FinancialOct 2021 to Feb 2022
- Avantax Advisory ServicesOct 2021 to Oct 2021
- Avantax Investment Services Inc.Oct 2021 to Oct 2021
- Mrk Financial SolutionsSep 2021 to Oct 2021
- RBC Capital Markets, LLCJul 2018 to Sep 2021
- UnemployedApr 2018 to Jun 2018
- Morgan Stanley& Co. LLCMay 2017 to Mar 2018
- Cambria USAMay 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5852449
- Firm CRD
- 288566