Eduardo Segura
Investment adviser representative at Cresset Asset Management, LLC
9 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
9 years in the industry.
- Cresset Asset Management, LLCSep 2025 to now
- Sanford C. Bernstein & Co., LLCJan 2025 to Sep 2025
- S&k Global Solutions LLCJun 2020 to Jan 2025
- General MotorsMar 2017 to Jun 2020
- UnemployedDec 2016 to Mar 2017
- University of Houston - Main CampusAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- 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
- 8030206
- Firm CRD
- 288566