Unclaimed
Christopher John Demonte is a financial advisor with Cresset Asset Management, LLC. Christopher has been in the industry since January 2010 and has a strong background in the financial services industry. Christopher holds the Series 7 and Series 66 licenses and has a designation as a Chartered Financial Analyst. Christopher is registered with the state of Illinois and Texas. In addition to being with Cresset Asset Management, LLC, Christopher has held positions with J.P. Morgan Securities LLC, Citigroup Global Markets Inc. and Neuberger Berman LLC.
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.
1
2
IL
05/14/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
IL
09/18/2013 - 11/01/2017
NEUBERGER BERMAN BD LLC (CHICAGO IL)
IL
01/13/2010 - 09/05/2013
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
IL
12/18/2007 - 12/22/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
01/05/2000 - 10/11/2000
FAM DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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