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Michael Urkonis

BAY Crest Partners, LLC

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About Michael Urkonis

Michael Urkonis is a financial advisor with Bay Crest Partners, LLC. Michael has been in the industry since April 20, 1997. He is a registered representative with FINRA and holds the Series 7, Series 25 and SIE licenses. Michael's previous roles include positions at Deutsche Bank Securities Inc., BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, G&L Partners, LLC, G&L Partners, Inc. and Benjamin & Jerold Brokerage I, LLC.

Firm Information

Michael Urkonis is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Urkonis’s Registration & Firm History

NY

02/21/2019 - Present

BAY Crest Partners, LLC (NEW YORK NY)

NY

03/30/2015 - 03/27/2019

BENJAMIN & JEROLD BROKERAGE I, LLC (NEW YORK NY)

NY

05/28/2004 - 04/21/2015

G&L PARTNERS, INC. (SEA CLIFF NY)

NY

08/21/2003 - 06/07/2004

G&L PARTNERS, LLC (NEW YORK NY)

NY

06/14/1999 - 08/26/2003

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/01/1997 - 06/14/1999

BT ALEX. BROWN INCORPORATED (BALTIMORE MD)

NA

04/21/1997 - 09/01/1997

ALEX. BROWN & SONS INCORPORATED

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1999

Series 25 - NYSE Trading Assistant Examination

BC

Issued 04/18/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Michael Urkonis.
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