Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Jay Birdt is a financial advisor who is registered with Cresset Asset Management, LLC. Stuart has been in the financial services industry for over 25 years. Stuart holds the Series 7, 16, 63, and 87 licenses. Stuart is also a Chartered Financial Analyst (CFA). Stuart has experience working at several firms including Bear, Stearns & Co. Inc., Exane, Inc., BNP Paribas Securities Corp., Deutsche Bank Securities Inc., and Goldman, Sachs & Co. Stuart provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.
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
10/26/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
NY
08/15/2007 - 06/09/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/30/2007 - 06/22/2007
EXANE, INC. (NEW YORK NY)
NY
05/07/2004 - 12/09/2004
EXANE, INC. (NEW YORK NY)
NY
10/07/2002 - 04/15/2004
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
03/14/2000 - 06/04/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
02/27/1998 - 02/02/2000
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/22/1987 - 06/23/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/15/1997
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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