Daniel Lee Morgan
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
2 statesRegistered in
CFADesignation
$78.9BFirm assets
Are you Daniel Lee Morgan? 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
11 years in the industry.
- Cresset Asset Management, LLCJun 2025 to now
- Hightower AdvisorsMar 2024 to May 2025
- CitigroupJun 2022 to Mar 2024
- Gold Coast BankJun 2021 to Aug 2021
- University of Iowa Krause FundJan 2021 to Jun 2021
- FedexJun 2020 to Aug 2020
- University of IowaAug 2019 to Dec 2022
- Dairy QueenJul 2018 to Aug 2019
- Prospect High SchoolAug 2015 to May 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7731807
- Firm CRD
- 288566