Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Boudria is an investment advisor representative at Cresset Asset Management, LLC, located in CHICAGO, IL. George has been in the industry since 2007 and has held previous roles at First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Stephens Inc., Lazard Capital Markets LLC, Cowen and Company and Jefferies Execution Services, Inc. George is registered with the states of Connecticut and New York. He is a Series 63, 66, 7, 55, 57TO, and SIE licensed professional. George's professional experience encompasses a variety of financial services, including portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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
NY
08/01/2023 - Present
Cresset Asset Management, LLC (New York NY)
CT
10/19/2020 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Greenwich CT)
NY
10/04/2019 - 10/20/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/25/2013 - 10/07/2019
STEPHENS (NEW YORK NY)
NY
03/08/2011 - 10/30/2013
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
09/25/2007 - 03/01/2011
COWEN AND COMPANY (NEW YORK NY)
NY
06/01/2005 - 07/07/2005
JEFFERIES EXECUTION SERVICES, INC. (NEW YORK NY)
BOTH
Issued 07/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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