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Douglas Patrick Regan

CRESSET ASSET MANAGEMENT, LLC·CHICAGO, Illinois
SIE, Series 7, Series 9, Series 10, Series 63Clean recordCRESSET ASSET MANAGEMENT, LLC
444 W. LAKE STREET, CHICAGO, IL 60606CRD# 1835392Firm CRD# 288566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Patrick Regan · CHICAGO, IL
Registration
CRD #1835392 · CRESSET ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CRESSET ASSET MANAGEMENT, LLC
CRD 288566 · SEC 801-110753
AUM
$52.5B
Regulatory assets under management
Employees
402
3,961 client accounts
Services offered by CRESSET ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CRESSET ASSET MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does Douglas Patrick Regan offer?
Douglas Patrick Regan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Douglas Patrick Regan's credentials?
Douglas Patrick Regan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Patrick Regan located?
Douglas Patrick Regan is based in CHICAGO, Illinois, working with CRESSET ASSET MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Douglas Patrick Regan charge for services?
Douglas Patrick Regan's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRESSET ASSET MANAGEMENT, LLC?
CRESSET ASSET MANAGEMENT, LLC has approximately 402 employees and manages $52.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRESSET ASSET MANAGEMENT, LLC

Michael Aaron Cole
CHICAGO, IL
Susan Cranston Hamilton
CHICAGO, IL
Brigid Kathleen Reidy
CHICAGO, IL
David D Jackson
CHICAGO, IL
Jack Alan Ablin
CHICAGO, IL
Daniel Baruch Lidawer
CHICAGO, IL

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Nearby cities in Illinois
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