Bradley John Stinn
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
2 statesRegistered in
$78.9BFirm assets
9 yearsFirm in business
Are you Bradley John Stinn? Claim your profile
Contact this firm
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, LLCMay 2024 to now
- Eaton Vance Distributors, Inc.Jul 2022 to May 2024
- Morgan Stanley Smith Barney LLCAug 2020 to Aug 2022
- Morgan Stanley & Co., LLCJul 2018 to Aug 2020
- ZuoraJan 2018 to Jul 2018
- UnemployedAug 2017 to Dec 2017
- Morgan StanleyOct 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6709562
- Firm CRD
- 288566