Michael CressCRD Number: 1037837
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Cress (CRD# 1037837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Upper Arlington, OH and has over 35 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Bank Of America,na||Upper Arlington, OH||Aug 2010 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dublin, OH||Jan 1982 - Current||36|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY