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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Scott Raetz is a Registered Investment Advisor Representative with Cresset Asset Management, LLC, in San Francisco, California. Douglas has been in the financial services industry since 1998. Douglas specializes in providing financial planning, portfolio management, and tax services to individuals, families, and businesses. Douglas has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Douglas is committed to providing his clients with personalized financial advice and guidance. Prior to joining Cresset Asset Management, LLC, Douglas was employed by TRUE CAPITAL MANAGEMENT, LLC. He holds a Series 6, Series 7, and Series 63 license. Douglas is also a member of the Board of Directors of Proto and Positive Coaching Alliance.
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
CA
05/01/2023 - Present
Cresset Asset Management, LLC (San Francisco CA)
CA
02/10/2001 - 03/12/2007
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
01/12/2000 - 11/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/23/1998 - 12/31/1999
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 02/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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