Matthew Austin Williams
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$78.9BFirm assets
9 yearsFirm in business
Are you Matthew Austin Williams? 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, LLCAug 2026 to now
- Allied WealthSep 2024 to Jul 2026
- UnemployedMay 2024 to Aug 2024
- Ithaka Hospitality PartnersAug 2022 to May 2024
- Auburn UniversityAug 2019 to May 2024
- Dairy QueenJul 2018 to Nov 2018
- Frassati Catholic High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7976340
- Firm CRD
- 288566