Kaitlyn Alyse Greco
Investment adviser representative at Cresset Asset Management, LLC
8 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
8 years in the industry.
- Cresset Asset Management, LLCSep 2024 to now
- UnemployedJan 2024 to Sep 2024
- Equitable Advisors, LLCJul 2023 to Jan 2024
- First Citizens BankApr 2023 to Jun 2023
- Truist Investment Services, Inc.May 2022 to Aug 2022
- Up On the RoofMay 2020 to Jan 2022
- Clemson UniversityAug 2019 to May 2023
- Tipsy TacoOct 2018 to Jul 2019
- Gravitopia (circustrix)Oct 2017 to Aug 2018
- Woodmount High SchoolAug 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7577705
- Firm CRD
- 288566