Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony D'angelo is an Investment Advisor Representative with Cresset Asset Management, LLC based in Chicago, Illinois. Robert has over 10 years of experience in the financial services industry. He has a broad range of experience working with high-net-worth individuals, corporations, and charitable organizations. Robert has specialized expertise in portfolio management for businesses, individuals, and pooled investment vehicles. He also provides financial planning, pension consulting, and educational seminars. Robert holds the Series 7, 9, 10, 63, and 66 securities licenses and the SIE. He is also a Chartered Financial Analyst. Robert's previous employers include GAM Services, Inc. and Sanford C. Bernstein & Co., 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.
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2
IL
04/01/2024 - Present
Cresset Asset Management, LLC (CHICAGO IL)
NY
05/16/2018 - 06/18/2019
GAM SERVICES, INC. (NEW YORK NY)
NY
08/24/2010 - 03/14/2018
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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