OAK CREST ADVISORY, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 304255). Regulatory assets under management: $90.2M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Gregory Peter Mulbury | CFO; MANAGING MEMBER & PRESIDENT | — |
| Bryan Michael Gray | DIRECTOR OF FINANCIAL PLANNING; PRESIDENT | — |
| Michael Thomas Strong | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| GRAY MICHAEL | MANAGING MEMBER; MEMBER AND DIRECTOR OF FINANCIAL PLANNING | — |
| MULBURY GREGORY PETER | MANAGING MEMBER | — |
| STRONG MICHAEL THOMAS | MANAGING MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |