Michael W. Crook

MILL CREEK CAPITAL ADVISORS

Conshohocken, PA 19428

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CRD#: 4917503

Professional summary

Michael Wynton Crook, who also goes by Michael Crook, is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Crook

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.

MARYMOUNT MANHATTAN COLLEGE / EDUCATION / 221 EAST 71ST ST NEW YORK, NY 10021 / ADJUCT PROFESSOR OF ECONOMICS AND FINANCE / START DATE 01/03/2011 / WILL THE ACTIVITY/BUSINESS INVOLVE SECURITIES TRADING, INVESTMENT, OR ADVICE? NO/29 E. 67TH STREET, LLC / 200 E St. Julian St Savannah,Ga 31401 / Other/ Real Estate / Ownership of 8 unit apartment building / Partner / / None - investment. / Start Date 03/19/2017/LLC /

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Wynton Crook'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

October 16, 2020 - Present

MILL CREEK CAPITAL ADVISORS, LLC

Office #1: 161 Washington Street Floor 11, Suite 1111, Conshohocken, PA 19428

RIA

CRD#: 141470

Conshohocken, PA

Past

November 29, 2010 - September 24, 2020

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YOK, NY

Past

November 29, 2010 - September 24, 2020

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 6, 2009 - September 2, 2010

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

NEW YORK, NY

Past

September 22, 2008 - September 2, 2010

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

Past

July 17, 2007 - October 15, 2008

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

NEW YORK, NY

Past

October 31, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

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".

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 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

Pennsylvania
(10/16/2020)

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: 7/16/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/14/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/30/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/14/2023

General Securities Principal Examination

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

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Contact information

Main Address

161 Washington Street Suite 1500, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 941-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILL CREEK CAPITAL ADVISORS, LLC (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2,260
AUM (Assets Under Management)	$ 9,169,595,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2025	Cover Page	Report

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 W. Crook

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

MILL CREEK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/16/2007

Series 7TO

Date: 11/14/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/30/2006

Series 24

Date: 11/14/2023

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILL CREEK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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