Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cregan is a registered Investment Advisor Representative at Icon Wealth Partners. Michael has been in the financial industry since 1985, and has experience with a variety of firms including PURSHE KAPLAN STERLING INVESTMENTS, AVALON WEALTH MANAGEMENT LLC, ELEVATION, LLC, and J.P. MORGAN SECURITIES INC.. Michael is a highly experienced advisor with a strong understanding of the financial markets. Michael is also a member of the Texas Securities Board, and has been recognized for his commitment to professional excellence. Michael specializes in providing financial advice to high net worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
1
2
TX
08/05/2022 - Present
Icon Wealth Partners (HOUSTON TX)
TX
10/02/2018 - 11/04/2021
PURSHE KAPLAN STERLING INVESTMENTS (Houston TX)
TX
05/14/2013 - 12/31/2013
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
10/09/2012 - 05/16/2013
ELEVATION, LLC (HOUSTON TX)
NY
06/22/2001 - 03/04/2002
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
09/19/1990 - 07/26/2001
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
01/10/1997 - 12/08/1998
CHASE SECURITIES INC. (NEW YORK NY)
NA
11/13/1989 - 07/11/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
TX
03/27/1989 - 11/13/1989
UNDERWOOD, NEUHAUS & CO., INCORPORATED (HOUSTON TX)
NA
10/22/1985 - 01/28/1989
PAINEWEBBER INCORPORATED
BOTH
Issued 07/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/1997
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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