OAK CREST ADVISORY, LLC
CRD #304255 SEC #801-123423 ROCHESTER, NY 585-507-1681
SEC Registered
Total AUM
$70M
Discretionary
$70M
Employees
3
Clients
0
Accounts
404
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAY, BRYAN, MICHAEL | I | MEMBER AND DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| GRAY, BRYAN, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| GRAY, BRYAN, MICHAEL | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| MULBURY, GREGORY, PETER | I | MANAGING MEMBER | NA | Control |
| MULBURY, GREGORY, PETER | I | CFO | NA | Control |
| MULBURY, GREGORY, PETER | I | CFO | NA | Control |
| STRONG, MICHAEL, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| STRONG, MICHAEL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STRONG, MICHAEL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRYAN M. GRAY, CPA PC | DE | MEMBER | C | Control |
| BRYAN M. GRAY, CPA PC | DE | MANAGING MEMBER | C | Control |
| BRYAN M. GRAY, CPA PC | DE | MANAGING MEMBER | C | Control |
| GRAY, BRYAN, MICHAEL | I | MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| GRAY, BRYAN, MICHAEL | I | MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| GRAY, BRYAN, MICHAEL | I | MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| GRAY, BRYAN, MICHAEL | I | MEMBER AND DIRECTOR OF FINANCIAL PLANNING | C | Control |
| MULBURY CAPITAL ADVISORS, LLC | DE | MEMBER | C | Control |
| MULBURY CAPITAL ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| MULBURY CAPITAL ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| MULBURY, GREGORY, PETER | I | MANAGING MEMBER | C | Control |
| MULBURY, GREGORY, PETER | I | MANAGING MEMBER | C | Control |
| MULBURY, GREGORY, PETER | I | MANAGING MEMBER | C | Control |
| MULBURY, GREGORY, PETER | I | MANAGING MEMBER | C | Control |
| STRONG FINANCIAL MANAGEMENT LLC | DE | MEMBER | C | Control |
| STRONG FINANCIAL MANAGEMENT LLC | DE | MANAGING MEMBER | C | Control |
| STRONG FINANCIAL MANAGEMENT LLC | DE | MANAGING MEMBER | C | Control |
| STRONG, MICHAEL, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| STRONG, MICHAEL, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| STRONG, MICHAEL, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| STRONG, MICHAEL, THOMAS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRAY, BRYAN, MICHAEL | I | BRYAN M. GRAY, CPA PC | E | Control |
| MULBURY, GREGORY, PETER | I | MULBURY CAPITAL ADVISORS, LLC | E | Control |
| STRONG, MICHAEL, THOMAS | I | STRONG FINANCIAL MANAGEMENT LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
160 LINDEN OAKSROCHESTER, NY 14625
United States
Phone: 585-507-1681