# BRETT JEROME GREENSPAN

BRETT JEROME GREENSPAN is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CRESSET ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/288566) | 2022-07-07 | present | Yes |
| [MORNINGSTAR INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/112525) | 2020-06-22 | 2022-07-18 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2019-07-11 | 2020-04-17 | — |
| [MORNINGSTAR INVESTMENT SERVICES LLC](https://search.stillhousedata.com/firm/112525) | 2016-07-20 | 2019-05-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2013-02-24 | 2016-06-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5716586)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5716586.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.