MC
MC

Michael Creadon

38 Years of Experience
Pepper Pike, OH
1 DisclosureBroker

Michael Creadon is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Pepper Pike, OH, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

30195 Chagrin Blvd, Pepper Pike, OH, 44124

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 1999
Denied
Other Business Activities

Michael co-owns rental property with family members since 2022, dedicating minimal time. He is also a board member for Lake Catholic High School Advisory Board since 2024, dedicating minimal time to providing advice and attending school activities.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - Present · 20 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - Present · 20 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Advest, INC.
March 2000 - March 2006 · 6 yrs
Advest, INC.Broker
October 1999 - March 2006 · 6 yrs 5 mos
First Union Securities, INC.Broker
July 1995 - November 1999 · 4 yrs 4 mos
Dean Witter Reynolds INC.Broker
April 1993 - August 1995 · 2 yrs 4 mos
G. R. Phelps & CO., INC.Broker
March 1990 - April 1993 · 3 yrs 1 mo
MML Investors Services, INC.Broker
March 1988 - April 1990 · 2 yrs 1 mo
John Hancock Distributors, INC.Broker
June 1987 - March 1988 · 9 mos
State Registrations25 states
AZCACODCFLGAILINKYMAMDMIMONCNJNMNVNYOHPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.