Dagny Maidman is an investment adviser representative (IAR) with state registration records since 2001, appearing at 7 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2024-04-19 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-03-26 | 2024-04-20 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2015-10-09 | 2024-04-22 | — |
| CREDIT SUISSE SECURITIES (USA) LLC | 2008-09-15 | 2015-11-05 | — |
| LEHMAN BROTHERS INC. | 2004-01-02 | 2008-09-18 | — |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | 2003-08-19 | 2004-01-08 | — |
| BANC OF AMERICA SECURITIES LLC | 2001-05-18 | 2003-08-20 | — |