Beatrice Rose Maidman
Investment adviser representative at Cresset Asset Management, LLC
12 yearsExperience
2 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
12 years in the industry.
- Cresset Asset Management, LLCApr 2024 to now
- JP Morgan Chase Bank, N.A.Sep 2023 to Apr 2024
- First Republic Securities Company, LLCOct 2021 to Apr 2024
- First Republic Investment Management, Inc.Aug 2021 to Apr 2024
- Boston University School of LawJun 2019 to Jul 2021
- Cooley LLPOct 2017 to Jun 2019
- Unemployed (summer)Jun 2017 to Oct 2017
- Boston University School of LawSep 2016 to May 2017
- Studying Boston University School of LawSep 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MA, 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
- 7456762
- Firm CRD
- 288566