AdvisorOS Directory
Claim Profile
Unclaimed Profile
RP

Robert Steven Pagliuco

CRESSET ASSET MANAGEMENT, LLC·CHICAGO, Illinois
SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 63Clean recordCRESSET ASSET MANAGEMENT, LLC
444 W. LAKE STREET, CHICAGO, IL 60606CRD# 2617931Firm CRD# 288566

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Steven Pagliuco · CHICAGO, IL
Registration
CRD #2617931 · CRESSET ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 4
Series 7
Series 24
Series 27
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 →
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Robert Steven Pagliuco offer?
Robert Steven Pagliuco specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Robert Steven Pagliuco's credentials?
Robert Steven Pagliuco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Steven Pagliuco located?
Robert Steven Pagliuco 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 Robert Steven Pagliuco charge for services?
Robert Steven Pagliuco'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

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

More Advisors in CHICAGO, Illinois

Martin Barry Kaplan
MESIROW ADVANCED STRATEGIES INC·CHICAGO, IL
Michael Patrick Savino
DODDA ADVISORY SERVICES·CHICAGO, IL
Chad Morgan Feingold
BDT CAPITAL PARTNERS, LLC·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Thomas Francis Meagher
GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, IL
Brian B. Musso
TRIAD TRADING, LLC·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
NAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile