Veronica Martinez
Investment adviser representative at Cresset Asset Management, LLC
13 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
13 years in the industry.
- Cresset Asset Management, LLCAug 2026 to now
- UBS Financial ServicesJun 2018 to Aug 2026
- Suntrust Advisory ServicesSep 2016 to Jun 2018
- Suntrust Investment Services, Inc.Nov 2013 to Jun 2018
- Suntrust BankOct 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5898875
- Firm CRD
- 288566