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Michael Thomas Strong

Investment Adviser Representative at OAK CREST ADVISORY, LLC

Rochester, NYCRD #5924162Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
3 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Thomas Strong has worked in the securities industry since 2011. They have passed the Series 66, 65, and 7 examinations. They are registered to provide investment advisory services in Colorado, New York, and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
ColoradoNew YorkPennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/16/2020
Series 66
Uniform Combined State Law Examination
Passed 8/14/2011
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/12/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $1,000,0001.00%
$1,000,000 - $3,000,0000.80%
$3,000,000 - $4,000,0000.60%
$4,000,000 - $5,000,0000.50%
$5,000,000 - $10,000,0000.40%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

OAK Crest Advisory, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

OAK CREST ADVISORY, LLCCurrent
6/1/2021Rochester, NY
AXA ADVISORS, LLC
6/13/201110/18/2011Rochester, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at OAK CREST ADVISORY, LLC

2 other advisors in the directory

View OAK CREST ADVISORY, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Thomas Strong has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Michael Thomas Strong - Financial Advisor in Rochester, NY | AdvisorFinder