MC
MC
Michael Cregan is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
300 Linden Oaks, Suite 200, Rochester, NY, 14625
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Regulatory History (2)
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Customer Dispute
November 2002Denied
Customer Dispute
February 2001Closed-No Action
Employment History
Current Registrations
Morgan Stanley
May 2020 - Present · 6 yrs
Morgan StanleyBroker
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
RBC Capital Markets, LLC
February 2008 - September 2013 · 5 yrs 7 mos
RBC Capital Markets, LLCBroker
February 2008 - September 2013 · 5 yrs 7 mos
UBS Financial Services INC.Broker
November 2003 - February 2008 · 4 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - November 2003 · 4 mos
Prudential Securities IncorporatedBroker
February 2001 - July 2003 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1998 - February 2001 · 2 yrs 4 mos
Paulson Investment Company, INC.Broker
February 1996 - September 1998 · 2 yrs 7 mos
Paulson Investment Company, INC.Broker
February 1996 - September 1998 · 2 yrs 7 mos
Investors Associates, INC.Broker
June 1995 - February 1996 · 8 mos
State Registrations44 states
ALAZCACOCTDCDEFLGAHIILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.