Michael J. Cregan

ICON WEALTH PARTNERS

Houston, TX 77056

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CRD#: 1164240

Professional summary

Michael Joseph Cregan is a registered financial advisor currently at ICON WEALTH PARTNERS located in Houston, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Icon Wealth Partners, LLC. Investment related. 1980 Post Oak Blvd., Ste. 1300, Houston, Texas 77056. Provide investment advice. Managing director, fixed income strategies. Start date 07/2018. 90% of time devoted to OBA, all during trading hours. Spends 90% of his time as head of fixed income group

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Cregan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 5, 2022 - Present

ICON WEALTH PARTNERS

Office #1: 1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

RIA

CRD#: 319609

Houston, TX

Past

October 2, 2018 - November 4, 2021

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Houston, TX

Past

August 1, 2018 - August 1, 2022

ICON WEALTH PARTNERS, LLC

RIA

CRD#: 283098

HOUSTON, TX

Past

May 20, 2013 - April 2, 2018

AVALON INVESTMENT & ADVISORY

RIA

CRD#: 112556

HOUSTON, TX

Past

May 14, 2013 - December 31, 2013

AVALON WEALTH MANAGEMENT LLC

CRD#: 162745

HOUSTON, TX

Past

October 9, 2012 - May 16, 2013

ELEVATION, LLC

CRD#: 140341

HOUSTON, TX

Past

May 17, 2002 - August 19, 2011

AVALON INVESTMENT & ADVISORY

RIA

CRD#: 112556

HOUSTON, TX

Past

June 22, 2001 - March 4, 2002

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

January 10, 1997 - December 8, 1998

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

September 19, 1990 - July 26, 2001

J.P. MORGAN SECURITIES OF TEXAS, INC.

CRD#: 17116

HOUSTON, TX

Past

November 13, 1989 - July 11, 1990

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

CRD#: 22540

Past

March 27, 1989 - November 13, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

CRD#: 839

HOUSTON, TX

Past

October 22, 1985 - January 28, 1989

UBS FINANCIAL SERVICES INC.

CRD#: 8174

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ICON WEALTH PARTNERS

ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA

Registered Investment Advisory firm - (6/21/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/1/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/11/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/12/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/8/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/23/1997

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/24/1997

General Securities Principal Examination

Current Firm

ICON WEALTH PARTNERS

ICON WEALTH ADVISORS, LLC | ICON WEALTH PARTNERS

CRD#: 319609 / SEC#: 801-125893

RIA

Registered Investment Advisory firm - (6/21/2022 Approved)

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Contact information

Main Address

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

Mailing Address

1980 Post Oak Boulevard Suite 1300, Houston, TX 77056

Phone number

(713) 904-5020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ICON WEALTH ADVISORS, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	4,238
AUM (Assets Under Management)	$ 2,254,300,468

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Cregan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Cregan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

ICON WEALTH PARTNERS, LLC

AVALON INVESTMENT & ADVISORY

AVALON WEALTH MANAGEMENT LLC

ELEVATION, LLC

AVALON INVESTMENT & ADVISORY

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES INC.

J.P. MORGAN SECURITIES OF TEXAS, INC.

LOVETT UNDERWOOD NEUHAUS & WEBB, INC.

UNDERWOOD, NEUHAUS & CO., INCORPORATED

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ICON WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/1/2019

Series 63

Date: 10/11/2012

Series 7TO

Date: 4/12/2024

SIE

Date: 11/8/2018

Series 7

Date: 10/8/2012

Series 53

Date: 7/23/1997

Series 24

Date: 3/24/1997

Current Firm

ICON WEALTH PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ICON WEALTH PARTNERS

TRUST BUT VERIFY

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