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Zachary Lincoln Gardner

Investment Adviser Representative at Cresset Asset Management, LLC

Houston, TXCRD #5730809Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Lincoln Gardner is an investment adviser representative with Cresset Asset Management, LLC in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Alliancebernstein L.P. and Salient Capital Advisors, LLC. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas and Utah.

Office

2001 Kirby Drive, Suite 400
Houston, TX 77019

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/16/2011
Series 63
Uniform Securities Agent State Law Examination
Passed 12/10/2009
Series 31
Futures Managed Funds Examination
Passed 9/11/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/23/2011
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/9/2009
Series 24
General Securities Principal Examination
Passed 7/25/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cresset Asset Management, LLCCurrent
10/28/2025 – Houston, TX
Alliancebernstein L.P.
5/30/2019 – 11/7/2025Houston, TX
Salient Capital Advisors, LLC
5/18/2011 – 5/1/2019Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Salient Partners, L.P.
    Oct 2009 – Apr 2019Houston, TX
  2. Salient Capital, L.P.
    Oct 2009 – Apr 2019Houston, TX
  3. Salient Capital Advisors, LLC
    Apr 2011 – Apr 2019Houston, TX
  4. Sanford C. Bernstein & Co., LLC.
    May 2019 – Oct 2025Houston, TX
  5. Cresset Asset Management, LLC
    Oct 2025 – no end date reportedChicago, IL

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesCharitable OrganizationsCorporations

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 profile

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Showing 12 of 194 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Lincoln Gardner 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Zachary Lincoln Gardner (Cresset Asset Management)