Michael J. Mccormick

EADVISOR LLC

Cincinnati, OH 45242

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CRD#: 4842546

Professional summary

Michael Joseph Mccormick, who also goes by Mike Mccormick, is a registered financial advisor currently at EADVISOR LLC located in Cincinnati, Ohio.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Mccormick

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. MJ MCCORMICK, LLC; NOT INVESTMENT RELATED; 10260 ALLIANCE ROAD; CINCINNATI, OHIO 45242; CPA/PUBLIC ACCOUNTING FIRM; MANAGING MEMBER, 3/16/2010; 40+ HOURS DURING TRADING HOURS; RESPONSIBLE FOR ALL ACTIVITIES. 2. BACKUPCELLAR, INC.; NOT INVESTMENT RELATED; 3980 Benjamin St., Cincinnati, OHIO 45245; DATA BACKUP SERVICES; PRESIDENT; 06/2004; 1 - 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING TRADING HOURS; OPERATION MANAGEMENT, TECHNICAL SUPPORT, SALES, BILLING, ETC. 3. SOLUTIONS PAYABLE, LLC - THIRD PARTY ACCOUNTS PAYABLE AGGREGATOR 4. Financial Clarity Group, Inc. Not Investment Related, 477 Old SR 74, CPA Firm, Vice President 1/1/2017, 140 hours per month, 8 hours during market open. Partner of CPA firm. 5. Free Market Navigation, LLC. Investment related, 3980 Benjamin St., Cincinnati, OHIO 45245

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Mccormick's 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

November 22, 2017 - Present

EADVISOR LLC

Office #1: 10260 Allaince Rd. Suite 130, Cincinnati, OH 45242

RIA

CRD#: 173803

Cincinnati, OH

Past

August 18, 2014 - October 14, 2019

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

Cincinnati, OH

Past

June 8, 2010 - August 19, 2014

TUTTLE WEALTH MANAGEMENT, LLC

RIA

CRD#: 123767

STAMFORD, CT

Past

July 24, 2007 - April 7, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

CINCINNATI, OH

Past

May 4, 2007 - April 7, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

CINCINNATI, OH

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

Ohio
(11/22/2017)

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: 7/2/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/3/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EADVISOR LLC

EADVISOR LLC | NA, ELIZABETH

CRD#: 173803 / SEC#:

Ohio

Registered Investment Advisory firm - (1/5/2015 Approved)

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Contact information

Main Address

4555 Lake Forest Drive Suite 650, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 515-9110

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Michael J. Mccormick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

EADVISOR LLC

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

TUTTLE WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

State Registrations and Notice Filings

Exams

Series 63

Date: 7/2/2008

Series 6

Date: 5/3/2007

Current Firm

EADVISOR LLC

Contact information

Documents

Red Flags

Company Information

EADVISOR LLC

TRUST BUT VERIFY

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