Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Gorrell is an investment advisor representative for Cresset Asset Management, LLC. Michele has been in the industry since 2014 and has experience working with various firms, including J.P. MORGAN SECURITIES LLC, FIRST REPUBLIC SECURITIES COMPANY, LLC, and SANFORD C. BERNSTEIN & CO., LLC. Michele is licensed in California and holds the Series 63, Series 7, and SIE licenses. Michele's areas of specialization include investment management, financial planning, and pension consulting. Michele's firm specializes in providing investment management and financial planning services to high-net-worth individuals, families, and institutions. Cresset Asset Management, LLC has been in business since 2017 and manages over $52 billion in assets.
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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CA
04/19/2024 - Present
Cresset Asset Management, LLC (San Francisco CA)
CA
09/29/2023 - 05/07/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
02/11/2019 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
10/17/2014 - 01/29/2019
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
BC
Issued 11/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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