Michael W Mccrain

Current Employers

Employment History

• 11/1989 → Present
  Michael Mccrain, Cpa
  Islandia, NY
• 08/1995 → Present
  The Equitable Life Assurance Society Of The United States
  Lake Success, NY
• 08/1995 → Present
  Eq Financial Consultants, Inc.
  Lake Success, NY
• 03/2002 → 09/2025
  Avantax Investment Services, Inc.
  Bohemia, NY
• 01/2007 → Present
  Mccrain Group
  Bohemia, NY
• 05/2005 → 09/2025
  Avantax Advisory Services
  East Setauket, NY
• 10/2024 → Present
  S & P Financial
  Bohemia, NY
• 03/2002 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  East Setauket, NY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  East Setauket, NY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-08-30 → 2025-09-05
  Avantax Advisory Services
  East Setauket, NY

Other Businesses

1) McCrain Group~'NIR'~1461 Lakeland Ave, Suite 20~Bohemia~NY~11716~Tax Preparation/Accounting~Tax Preparation/Accounting~1/2/2007~160hrs~100hrs~Tax Preparation| 2) S & P FINANCIAL POSITION: Affiliate NATURE: We offer clients investment management, retirement planning, succession business planning, estate planning, and overall financial planning through S & P Financial. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 10/02/2024 ADDRESS: 80 Orville Drive,, Suite 100, Bohemia NY 11716, United States DESCRIPTION: Manage and Review investment portfolios, manage client relationships & monitor, portfolio models and rebalancing, financial planning, retirement planning, succession business planning, and estate and income tax planning.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-15