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OAK CREST ADVISORY, LLC
CRD 304255 · SEC 801-123423
160 LINDEN OAKS, ROCHESTER, NY, 14625, United States
Phone
585-507-1681
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$90.2M
Discretionary AUM
$90.2M
Team
3 total employees; 3 advisory reps; 34 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $35.4M |
| High net worth individuals | 33 | $54.7M |
| Pension/profit sharing plans | 34 | $0 |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD