Michael Saidis

CRESAP

Radnor, PA 19087

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CRD#: 1581799

Professional summary

Michael Saidis is a registered financial professional currently at CRESAP, INC. located in Radnor, Pennsylvania.

Michael is registered as a RR (Registered Representative) and started their career in finance in 1986. Michael has worked at 6 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michael Saidis'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

September 10, 2018 - Present

CRESAP, INC.

Office #1: 259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087

RIA

CRD#: 25899

Radnor, PA

Past

December 16, 2011 - September 11, 2018

INVESTMENT PROFESSIONALS, INC.

CRD#: 30184

Wayne, PA

Past

March 19, 2004 - December 31, 2011

BOLTON GLOBAL CAPITAL

CRD#: 15650

BERWYN, PA

Past

November 18, 1991 - March 22, 2004

PHILADELPHIA BROKERAGE CORPORATION

CRD#: 25534

RADNOR, PA

Past

October 24, 1991 - November 15, 1991

PHILADELPHIA BROKERAGE CORPORATION

CRD#: 25534

Past

April 11, 1988 - November 7, 1991

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

November 21, 1986 - April 11, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

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".

CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA

Registered Investment Advisory firm - SEC (6/9/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (9/15/2014 Terminated)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(9/10/2018)

Florida
(9/10/2018)

Maryland
(9/10/2018)

Massachusetts
(9/27/2018)

New Jersey
(9/10/2018)

North Carolina
(9/10/2018)

Ohio
(9/10/2018)

Pennsylvania
(9/10/2018)

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

Series 63

Date: 12/9/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/19/1986

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/15/1986

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CRESAP, INC.

CRD#: 25899 / SEC#: 801-79750, 8-42117

RIA

Registered Investment Advisory firm - SEC (6/9/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - SEC (9/15/2014 Terminated)

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

259 N. Radnor-chester Rd. Ste. 140 Ste 140, Radnor, PA 19087

Mailing Address

259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087

Phone number

(610) 341-1320

Established

Pennsylvania since 12/07/1989

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (1 States and Territories)

FINRA licenses (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CRESAP INC. ADV BROCHURE 2025 (3/26/2025)

Direct owners and executive officers

Name	Position	CRD#
CRESAP, MARK WINFIELD III	PRESIDENT/CHIEF COMPLIANCE OFFICER	828898

Regulatory assets under management

Total Number of Accounts	595
AUM (Assets Under Management)	$ 339,016,488

Disclosures

Regulatory Event

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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Firm Stability Insights

Michael Saidis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Experience

INVESTMENT PROFESSIONALS, INC.

BOLTON GLOBAL CAPITAL

PHILADELPHIA BROKERAGE CORPORATION

PHILADELPHIA BROKERAGE CORPORATION

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

Primary Firm SEC Registration

CRESAP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/9/1986

SIE

Date: 10/1/2018

Series 3

Date: 12/19/1986

Series 7

Date: 11/15/1986

FINRA

Current Firm

CRESAP, INC.

Contact information

SEC notice filing (1 States and Territories)

FINRA licenses (44 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CRESAP, INC.

TRUST BUT VERIFY

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