Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Crook is a registered investment advisor representative with Mill Creek Capital Advisors, LLC. Michael has been in the financial industry since 2006. Michael holds a Series 7, Series 66, and Series 24 license and has worked with UBS Financial Services Inc, Barclays Capital Inc, and Lehman Brothers Inc in the past. Michael specializes in portfolio management for individuals, businesses, pooled investment vehicles, pension consulting and financial planning. Michael has been actively registered as an investment advisor representative in Pennsylvania since 2020.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
10/16/2020 - Present
Mill Creek Capital Advisors, LLC (Conshohocken PA)
NJ
11/29/2010 - 09/24/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/22/2008 - 09/02/2010
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
10/31/2006 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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