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Michael Thomas Strong

OAK CREST ADVISORY, LLC·ROCHESTER, New York
Unclaimed Profile
160 LINDEN OAKS, ROCHESTER, NY 14625CRD# 5924162Firm CRD# 304255
01

About

Michael Thomas Strong is a registered financial advisor based in ROCHESTER, New York, affiliated with OAK CREST ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OAK CREST ADVISORY, LLC
OAK CREST ADVISORY, LLC
AUM
$52M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OAK CREST ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5924162
Firm CRD# 304255
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Thomas Strong offer?
Michael Thomas Strong specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Michael Thomas Strong's credentials?
Michael Thomas Strong is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Thomas Strong located?
Michael Thomas Strong is based in ROCHESTER, New York, working with OAK CREST ADVISORY, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Michael Thomas Strong charge for services?
Michael Thomas Strong's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK CREST ADVISORY, LLC?
OAK CREST ADVISORY, LLC has approximately 3 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK CREST ADVISORY, LLC

Bryan Michael Gray
ROCHESTER, NY
Gregory Peter Mulbury
ROCHESTER, NY

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