Unclaimed Profile

Nicholas Bennett Parrish

CRESSET PARTNERS LLC·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 22, Series 39, Series 63Clean record6 years registeredCRESSET PARTNERS LLC

444 W. LAKE STREET, CHICAGO, IL 60606CRD# 3274747Firm CRD# 306449

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nicholas Bennett Parrish · CHICAGO, IL

Registration

CRD #3274747 · CRESSET PARTNERS LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRESSET PARTNERS LLC

CRESSET PARTNERS LLC

Jan 2020 – Aug 2023

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 39

Series 63

Registration record

First registered · January 10, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRESSET PARTNERS LLC

CRD 306449 · SEC 801-117914

AUM

$5.8B

Regulatory assets under management

Employees

147 client accounts

Services offered by CRESSET PARTNERS LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at CRESSET PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Bennett Parrish offer?

Nicholas Bennett Parrish specializes in Retirement Planning.

What are Nicholas Bennett Parrish's credentials?

Nicholas Bennett Parrish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Bennett Parrish located?

Nicholas Bennett Parrish is based in CHICAGO, Illinois, last registered with CRESSET PARTNERS LLC.

How does Nicholas Bennett Parrish charge for services?

Nicholas Bennett Parrish'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 PARTNERS LLC?

CRESSET PARTNERS LLC has approximately 42 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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