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Michael Connor Mccreary

Raymond James Financial Services Advisors, Inc

Marietta, OH

CRD 7421055

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2023-03-20
TX RA APPROVED 2023-02-02
OH RA APPROVED 2022-07-13
  • WV RA
    APPROVED
    Since 2023-03-20
  • TX RA
    APPROVED
    Since 2023-02-02
  • OH RA
    APPROVED
    Since 2022-07-13

Branch Locations

416 Hart Street Suite A, Marietta, OH 45750 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Marietta OH 08/2021 Present
Warren Local School District Vincent OH 08/2018 08/2021
Dyson-Baudo Recreational Center Marietta OH 08/2014 05/2018
Camp Highlander Horse Shoe NC 06/2016 05/2018
Student Marietta OH 08/2014 05/2018
Young's Family Market Laurelville OH 05/2018 08/2018
Hall Financial Advisors, Llc Parkersburg WV 03/2022 Present
Raymond James Financial Services Advisors, Inc. Marietta OH 07/2022 Present
  • 08/2021 → Present
    Raymond James Financial Services
    Marietta, OH
  • 08/2018 → 08/2021
    Warren Local School District
    Vincent, OH
  • 08/2014 → 05/2018
    Dyson-Baudo Recreational Center
    Marietta, OH
  • 06/2016 → 05/2018
    Camp Highlander
    Horse Shoe, NC
  • 08/2014 → 05/2018
    Student
    Marietta, OH
  • 05/2018 → 08/2018
    Young's Family Market
    Laurelville, OH
  • 03/2022 → Present
    Hall Financial Advisors, Llc
    Parkersburg, WV
  • 07/2022 → Present
    Marietta, OH
Other Businesses

(1)Name of Business: Hall Financial Advisors LLC Address: Parkersburg, WV United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/08/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Representative

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-11
  • S66 Uniform Combined State Law Examination
    2022-07-11
Other Names
  • Connor Mccreary
  • Michael Mccreary

View on SEC IAPD

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