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John Mueller Crampton

Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
3 statesRegistered 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

11 years in the industry.

  1. Cresset Asset Management, LLCApr 2023 to now
  2. First Republic Investment Management, Inc.Aug 2018 to Apr 2023
  3. First Republic Securities Company, LLCAug 2018 to Apr 2023
  4. UBS Financial Services, Inc.Jul 2015 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 3 states (CT, NY, 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
6203010
Firm CRD
288566
Advisor's SEC record (opens in a new tab)
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