Individual Firm
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TIMOTHY ROBERT ROSS
Tim Ross
CRD#: 4912149
IA
B
CRESSET ASSET MANAGEMENT, LLCCRD#: 288566 2500 Sand Hill Road
Suite 110
Menlo Park, CA 94025
Suite 110
Menlo Park, CA 94025
0
Disclosures
20
Years of Experience
View By:
State Registrations
IA
California 4/21/2023
IA
Registered with this firm since 4/21/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 05/21/2018 - 05/17/2023 | Menlo Park, CA | |
B | 09/30/2015 - 05/17/2023 | Palo Alto, CA | |
B | 03/11/2008 - 10/02/2015 | NEW YORK, NY | |
IA | 03/12/2008 - 12/31/2010 | NEW YORK, NY | |
IA | 05/16/2005 - 03/17/2008 | MENLO PARK, CA | |
B | 02/17/2005 - 03/17/2008 | MENLO PARK, CA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.