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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Ames Texido is an investment advisor representative at Cresset Asset Management, LLC. Michael has been in the industry since 1993. Michael has passed the Series 63, Series 65 and Series 7 exams.
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
01/02/2025 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
09/30/2015 - 05/17/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
NY
03/11/2008 - 10/01/2015
CONSTELLATION WEALTH ADVISORS LLC (NEW YORK NY)
CA
12/15/2000 - 03/17/2008
CITIGROUP GLOBAL MARKETS INC. (MENLO PARK CA)
NY
07/27/1999 - 12/11/2000
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
10/01/1997 - 08/17/1999
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
02/22/1995 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
09/01/1993 - 12/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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