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Detailed Report
JOSEPH C PARK
JOE PARK, JOSEPH PARK
CRD#: 5761466
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Investment Adviser
CRESSET ASSET MANAGEMENT, LLCCRD#: 288566 2500 Sand Hill Road
Suite 110
Menlo Park, CA 94025
Registration History
2017201820192020202120222023202420252026IACRESSET ASSET MANAGEMENT, LLC (CRD# 288566)2023 - Present (1 year)IAFIRST REPUBLIC INVESTMENT MANA... (CRD# 108559)2019 - 2023 (3 years)IAWAYPOINT WEALTH PARTNERS (CRD# 131155)2017 - 2019 (1 year)
License(s)

State Registrations

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California 5/19/2023
Current Registration(s)
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CRESSET ASSET MANAGEMENT, LLC (CRD#:288566)
2500 Sand Hill Road Suite 110, Menlo Park, CA 94025
Registered with this firm since 5/19/2023
Previous Registration(s)
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 07/01/2019 - 05/10/2023 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (CRD#:108559) Menlo Park, CA
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 09/01/2017 - 06/10/2019 WAYPOINT WEALTH PARTNERS (CRD#:131155) SAN FRANCISCO, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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
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.