DC

David A. Cretcher

WEATHER EYE ADVISORS
Rochester Hills, MI
Some features on this profile are disabled
CRD#: 5057241
DC

Professional summary


David Alan Cretcher, who also goes by David A Cretcher, is a registered financial advisor currently at WEATHER EYE ADVISORS, INC. located in Rochester Hills, Michigan.

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

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


David A Cretcher

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.

CRS (Client Relationship Summary) - RIA


Click below to view David Alan Cretcher'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

August 2, 2022 - Present

WEATHER EYE ADVISORS, INC.

RIA
CRD#: 162302
Rochester Hills, MI
Past

December 6, 2012 - December 31, 2021

WEATHER EYE ADVISORS, INC.

RIA
CRD#: 162302
ROCHESTER HILLS, MI
Past

October 12, 2010 - September 11, 2012

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
ROCHESTER HILLS, MI
Past

September 24, 2010 - September 11, 2012

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
ROCHESTER HILLS, MI
Past

June 4, 2007 - August 6, 2010

COMERICA SECURITIES

RIA
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

June 4, 2007 - August 6, 2010

COMERICA SECURITIES

BD
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

December 19, 2006 - June 4, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
ROCHESTER, MI
Past

January 1, 2006 - June 4, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
ROCHESTER, MI

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
Michigan
(8/2/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/25/2006
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


WE
WEATHER EYE ADVISORS, INC.
CRETCHER, DAVID ALAN | WEATHER EYE ADVISORS, INC. | WEATHER EYE ADVISORS

CRD#: 162302 / SEC#:

Michigan
Registered Investment Advisory firm - (3/24/2022 Approved)
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Contact information


Main Address
Rochester Hills, MI
Mailing Address
Phone number
(248) 927-1500
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts12
AUM (Assets Under Management)$ 4,400,000

Red Flags


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Company Information


WEATHER EYE ADVISORS, INC.

CRD#: 162302Rochester Hills, MI

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