Katherine Spencer Archer
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, LLCNov 2024 to now
- Ch Investment PartnersJul 2020 to Nov 2024
- Deutsche Bank Securities Inc.Aug 2018 to Jul 2020
- Deutsche Bank National Trust CoJul 2018 to Jul 2020
- University of MiamiJan 2016 to Jun 2018
- Rollins CollegeJun 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7009907
- Firm CRD
- 288566