Lewis Simon Crosby
Investment adviser representative at Cresset Asset Management, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Cresset Asset Management, LLCJun 2024 to now
- Tradition CompaniesMay 2023 to Aug 2023
- St. John's UniversityAug 2021 to May 2024
- 2nd SwingMay 2021 to Aug 2022
- St. Thomas UniversitySep 2020 to May 2021
- InstacartMay 2020 to Sep 2020
- Minnesota WildernessSep 2019 to Apr 2020
- Jamestown RebelsAug 2018 to Sep 2019
- Incentive ServicesJun 2017 to Aug 2018
- Edina High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7947615
- Firm CRD
- 288566