Craig David Pfeiffer
Investment Adviser Representative at Riskbridge Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Craig David Pfeiffer is an investment adviser representative with Riskbridge Advisors, LLC in Cincinnati, OH, where they have been registered since 2021. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc. They have passed 7 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Connecticut and Ohio.
Registrations & licenses
- Investment adviser:
- Connecticut, Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Advisors Ahead, LLCJan 2012 – no end date reportedHuntington, NY
- Hohting Group, LLCJan 2012 – no end date reportedHuntington, NY
- Money Management InstituteMay 2015 – no end date reportedNew York, NY
- Corsair CapitalApr 2018 – no end date reportedNew York, NY
- Westfield Insurance, Ohio Farmers Insurance CompanyMay 2016 – no end date reportedWestfield Center, OH
- RiskBridge Advisors, LLCJul 2020 – no end date reportedNew Canaan, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Riskbridge Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $10,000,000 (waivable)
- Private Wealth - Separate Account $10M+0.65%
- Private Wealth - Separate Account under $10M2.00%
- Cash Management / Performance Reporting0.10%
- OCIO - Discretionary0.10%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Institutional advisory (governance solutions and objective investment advice), OCIO solutions (fiduciary outsourced CIO with risk-aware portfolio construction, manager selection, and board education), and private wealth management (centralized financial planning and long-term financial goal achievement for individuals and families).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Norwalk, CT
- SEC file number:
- 801-119715
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 28, 2026
View full firm profileOther advisors at Riskbridge Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig David Pfeiffer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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