Maria Nicole Rogers
Investment adviser representative at Cresset Asset Management, LLC
10 yearsExperience
1 stateRegistered in
$78.9BFirm assets
9 yearsFirm in business
Are you Maria Nicole Rogers? 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, LLCApr 2023 to now
- First Republic Securities Company, LLCMar 2022 to Apr 2023
- First Republic Investment Management, Inc.Dec 2020 to Apr 2023
- UnemployedMay 2020 to Dec 2020
- Cal Ripken Sr FoundationJun 2019 to Aug 2019
- Camp GalileoJun 2017 to Aug 2018
- Princeton UniversityOct 2016 to Mar 2020
- Student, Princeton UniversitySep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7523347
- Firm CRD
- 288566