Amanda Rose Gordon
Investment adviser representative at Cresset Asset Management, LLC
16 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
16 years in the industry.
- Cresset Asset Management, LLCAug 2026 to now
- UBS Financial Services Inc.Jan 2021 to Aug 2026
- 24 Hour FitnessMay 2019 to Aug 2019
- NordstromJun 2018 to Aug 2018
- Lmu Burns Recreation CenterAug 2017 to Dec 2020
- Loyola Marymount UniversityAug 2017 to Dec 2020
- California GemJan 2014 to Jan 2020
- Sir Francis Drake High SchoolAug 2013 to Jun 2017
- White Hill Middle SchoolAug 2010 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, GA).
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
- 7322363
- Firm CRD
- 288566