Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Raitzin is a financial advisor with Cresset Asset Management, LLC, with experience in the financial services industry since 2000. Angela is licensed in Connecticut and New York and holds multiple industry licenses and certifications, including Series 7, 63, 65, and 24. Before joining Cresset Asset Management, Angela was with First Republic Securities Company, LLC and Constellation Wealth Advisors LLC. Angela has a strong track record of providing financial advice to individuals, families, and institutions, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.
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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IL
10/10/2023 - Present
Cresset Asset Management, LLC (CHICAGO IL)
NY
09/30/2015 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
07/29/2013 - 10/01/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
NY
10/07/2008 - 06/07/2011
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/30/2006 - 04/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/17/2003 - 05/19/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
10/09/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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