SARAH SIMON is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2020-03-30 | present | Yes |
| COASTAL BRIDGE ADVISORS, LLC | 2013-11-14 | 2020-03-31 | — |