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Christopher S Fisher

Investment adviser representative at Cresset Asset Management, LLC
10 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

10 years in the industry.

  1. Cresset Asset Management, LLCApr 2024 to now
  2. JP Morgan Chase Bank, N.A.Oct 2023 to Apr 2024
  3. J.P. Morgan Securities LLCSep 2023 to Apr 2024
  4. First Republic Securities Company, LLCApr 2022 to Sep 2023
  5. First Republic Investment Management, Inc.Mar 2022 to Apr 2024
  6. DoordashAug 2016 to Apr 2022
  7. Student (denison University)Aug 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
7538259
Firm CRD
288566
Advisor's SEC record (opens in a new tab)
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