Martim L. De Arantes Oliveira

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CRD#: 3125265

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martim Luis De Arantes Oliveira, CPWA®, who also goes by Martim Luis Dearantesoliveira, was a registered financial professional .

Martim is a previously registered financial professional and started their career in finance in 1999. Martim had worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Martim Luis Dearantesoliveira

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Experience

Past

August 17, 2018 - November 8, 2021

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

San Francisco, CA

Past

August 18, 2014 - August 8, 2018

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

SAN FRANCISCO, CA

Past

August 15, 2014 - August 8, 2018

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAN FRANCISCO, CA

Past

July 23, 2010 - April 11, 2013

SILVER BRIDGE

RIA

CRD#: 105194

REDWOOD CITY, CA

Past

September 27, 2005 - January 31, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

REDWOOD CITY, CA

Past

July 8, 2002 - September 27, 2006

H&S SECURITIES, LLC

CRD#: 116246

MENLO PARK, CA

Past

November 14, 2000 - December 23, 2010

H&S FINANCIAL ADVISORS LLC

RIA

CRD#: 134527

REDWOOD CITY, CA

Past

October 19, 2000 - October 5, 2005

CAP PRO BROKERAGE SERVICES, INC.

CRD#: 103953

COLUMBUS, OH

Past

July 28, 1999 - November 14, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESSET ASSET MANAGEMENT, LLC

CRD#: 288566 / SEC#: 801-110753

RIA

Registered Investment Advisory firm - (7/10/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/12/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/12/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/15/2014

General Securities Representative Examination

Current Firm

CRESSET ASSET MANAGEMENT, LLC

CRD#: 288566 / SEC#: 801-110753

RIA

Registered Investment Advisory firm - (7/10/2017 Approved)

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Contact information

Main Address

444 W. Lake Street Suite 4700, Chicago, IL 60606

Mailing Address

Phone number

(312) 429-2400

Established

Firm type

Fiscal year end

# of Employees

468

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CRESSET ASSET MANAGEMENT, LLC FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE BROCHURE") (10/29/2025)

Regulatory assets under management

Total Number of Accounts	42,546
AUM (Assets Under Management)	$ 71,864,303,961

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/10/2025	Cover Page	Report
10/09/2024	Cover Page	Report
11/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Martim L. De Arantes Oliveira

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

SILVER BRIDGE

SECURITIES AMERICA, INC.

H&S SECURITIES, LLC

H&S FINANCIAL ADVISORS LLC

CAP PRO BROKERAGE SERVICES, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CRESSET ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/1999

Series 63

Date: 8/12/1999

SIE

Date: 8/8/2018

Series 7

Date: 8/15/2014

Current Firm

CRESSET ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CRESSET ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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