Henry Houston Dale
Investment adviser representative at Cresset Asset Management, LLC
11 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
11 years in the industry.
- Cresset Asset Management, LLCJun 2025 to now
- UnemployedMar 2025 to Mar 2025
- Home Tax SolutionsJan 2025 to Mar 2025
- UnemployedAug 2024 to Jan 2025
- Bank of AmericaJun 2024 to Aug 2024
- UnemployedAug 2023 to Jun 2024
- Altium Wealth ManagementMay 2023 to Aug 2023
- UnemployedAug 2021 to May 2023
- Tokeneke ClubJun 2021 to Aug 2021
- UnemployedAug 2020 to Jun 2021
- Tokeneke ClubJun 2020 to Aug 2020
- UnemployedAug 2019 to Jun 2020
- Tokeneke ClubJun 2019 to Aug 2019
- UnemployedAug 2018 to Jun 2019
- Tokeneke ClubJun 2018 to Aug 2018
- StudentJun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7753257
- Firm CRD
- 288566