Sarah Simon
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Cresset Asset Management, LLCMar 2020 to now
- Coastal Bridge AdvisorsNov 2017 to Mar 2020
- Coastal Bridge AdvisorsJan 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, 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
- 6265902
- Firm CRD
- 288566