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Michael Rex Crosett

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Saint Simons Island, GA

Statesboro, GA

Savannah, GA

Mount Pleasant, SC

Mount Pleasant, SC

CRD 2250412

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Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2012-03-30
TX RA APPROVED_RES 2010-01-19
SC RA APPROVED 2007-04-10
  • GA RA
    APPROVED
    Since 2012-03-30
  • TX RA
    APPROVED_RES
    Since 2010-01-19
  • SC RA
    APPROVED
    Since 2007-04-10

Branch Locations

103 Main St, Saint Simons Island, GA 31522 • United States

100 Brampton Ave, Statesboro, GA 30458 • United States

3 Skidaway Village Sq, Savannah, GA 31411 • United States

75 Port City Lndg, Mount Pleasant, SC 29464 • United States

Mount Pleasant, SC • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charleston SC 04/1985 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-27
S63 Uniform Securities Agent State Law Examination 2006-05-08
  • S65 Uniform Investment Adviser Law Examination
    2007-03-27
  • S63 Uniform Securities Agent State Law Examination
    2006-05-08
Other Names
  • Michael Rex Crosett
  • Michael Rex Crosett
  • Michael Sr. Rex Crosett

View on SEC IAPD

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Nearby Investors

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SAINT SIMONS ISLAND, GA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · ST SIMONS IS, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Simons Island, GA

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