Henry Houston Dale
Investment Adviser Representative at Cresset Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Henry Houston Dale is an investment adviser representative with Cresset Asset Management, LLC in Dallas, TX, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cresset Asset Management, LLCJun 2025 – no end date reportedChicago, IL
- UnemployedMar 2025 – Mar 2025Dallas, TX
- Home Tax SolutionsJan 2025 – Mar 2025Dallas, TX
- UnemployedAug 2024 – Jan 2025Dallas, TX
- Bank of AmericaJun 2024 – Aug 2024Dallas, TX
- UnemployedAug 2023 – Jun 2024Purchase, NY
- Altium Wealth ManagementMay 2023 – Aug 2023Purchase, NY
- UnemployedAug 2021 – May 2023Darien, CT
- Tokeneke ClubJun 2021 – Aug 2021Darien, CT
- UnemployedAug 2020 – Jun 2021Darien, CT
- Tokeneke ClubJun 2020 – Aug 2020Darien, CT
- UnemployedAug 2019 – Jun 2020Darien, CT
- Tokeneke ClubJun 2019 – Aug 2019Darien, CT
- UnemployedAug 2018 – Jun 2019Darien, CT
- Tokeneke ClubJun 2018 – Aug 2018Darien, CT
- StudentJun 2015 – Jun 2018Greenwich, CT
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cresset Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 194
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Chicago, IL
- SEC file number:
- 801-110753
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cresset Asset Management, LLC
Showing 12 of 194 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Henry Houston Dale has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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