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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Strauss is a registered investment advisor representative with Cresset Asset Management, LLC. Adam has been in the financial industry for over 10 years. Prior to joining Cresset, Adam worked at Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc. Adam holds the Series 3, Series 7 and Series 66 securities licenses and is a member of the state of Colorado and Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/15/2018 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
12/04/2015 - 07/03/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
IL
12/19/2012 - 12/04/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
NY
10/14/2011 - 06/04/2012
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 10/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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