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Susan Hamilton

Member, Chief Executive Officer at Cresset Asset Management

No current adviser or broker registrationSEC record checked 18 October 2026

1
Past adviser firms
4
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Susan Hamilton is Member, Chief Executive Officer of Cresset Asset Management, LLC, a Chicago investment adviser managing $78.9B. Susan Hamilton has past investment-adviser registrations through 1 firm and has passed the Series 7, Series 66, Series 24 and SIE.

Role at Cresset Asset Management

Title on Schedule A
Member, Chief Executive Officer
Control
Susan Hamilton is a control person of Cresset Asset Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Susan Hamilton has held the filed role since April 2026.

The firm

Cresset Asset Management, LLC
Chicago, IL

Form ADV filed 13 August 2026

$78.9B AUM4,911 clients187 advisers17 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 24 · 2016
  3. J.p. Morgan Private Wealth Advisors LLC
    – · 9 years
    San Francisco, CA · Adviser representative · Firm CRD 108559
  4. Passed Series 7 and Series 66 · 2014

Registrations and exams

No current adviser or broker registration. Susan Hamilton has passed 4 qualifying exams.

Examinations

Series 669 December 2014
Name
Uniform Combined State Law Examination
Series 2430 March 2016
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 72 May 2014
Name
General Securities Representative Examination

Individual record

Full name
Susan Cranston Hamilton
CRD
6324698
Firm
Cresset Asset Management, LLC
Registration status
No current adviser or broker registration
Firm bio
cressetcapital.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Cresset identifies Susie Cranston as its Chief Executive Officer. Official firm biography

Education

Common questions

Where does Susan Hamilton work?

Susan Hamilton has been Member, Chief Executive Officer of Cresset Asset Management, LLC since April 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 August 2026

Does Susan Hamilton have a current investment-adviser registration?

Susan Hamilton has no current investment-adviser or broker registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Susan Hamilton passed?

Susan Hamilton has passed 4 licensing exams: the Series 7, Series 66, Series 24 and SIE. The earliest, the Series 7, was passed in May 2014.

Source: IAPD individual record, checked 18 October 2026

Where was Susan Hamilton previously registered as an investment adviser?

Susan Hamilton has past investment-adviser registrations through J.p. Morgan Private Wealth Advisors LLC, December 2014 to April 2024, across 1 firm.

Source: IAPD individual record, checked 18 October 2026

Leadership at Cresset Asset Management

Sources

  1. IAPD individual record, CRD 6324698. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Cresset Asset Management, LLC, filed 13 August 2026. Title, control and ownership bands.
  3. Cresset Asset Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Susan Hamilton or Cresset Asset Management, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.