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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CJ

Craig Joseph Wisner

Pennsylvania·CRD #6008360
IA Rep

Investment Adviser Rep at EXODUS WEALTH, LLC

Experience
11 yrs
States
1
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Craig Joseph Wright

Missouri·CRD #5715507
Dual-registered

Dual-registered at UNITED ADVISOR GROUP

Experience
17 yrs
States
2
Exams
5
Since
2009
Fee
AUM / Hourly / Flat Fee
View profile
CJ

Craig Jude Belaire

Texas·CRD #2890536
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
29 yrs
States
1
Exams
4
Since
1997
Est. fee
AUM / Commission / Flat Fee
View profile
CK

Craig Kelly

New Jersey·CRD #4461354
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
21 yrs
States
3
Exams
6
Since
2005
Est. fee
AUM / Commission / Flat Fee
View profile
CK

Craig Kevin Seachrist

Ohio·CRD #1490215
Dual-registered

Dual-registered at COMMONWEALTH FINANCIAL SERVICES

Experience
23 yrs
States
2
Exams
2
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CK

Craig K. Smith

Maine·CRD #7087681
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
7 yrs
States
3
Exams
3
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Craig Lambert Massey

Texas·CRD #1267853
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
40 yrs
States
1
Exams
7
Since
1986
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Craig Laub

New York·CRD #3212061
Dual-registered

Dual-registered at KLINGMAN AND ASSOCIATES, LLC

Experience
26 yrs
States
2
Exams
4
Since
2000
Est. fee
AUM / Flat Fee
Minimum
$2.0M
View profile
CL

Craig Levy

Florida·CRD #4629887
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
23 yrs
States
1
Exams
3
Since
2003
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Craig L Gibian

California·CRD #6598476
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Craig Lipniskis

Ohio·CRD #4861748
Dual-registered

Dual-registered at UNITED ADVISOR GROUP

Experience
20 yrs
States
1
Exams
4
Since
2006
Fee
AUM / Hourly / Flat Fee
View profile
CL

Craig Loran Sims Jr.

Texas·CRD #6746148
IA Rep

Investment Adviser Rep at WESTPARK WEALTH ADVISORS, INC.

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Craig L. Redcay

New Jersey·CRD #4971473
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
21 yrs
States
2
Exams
4
Since
2005
Est. fee
AUM / Flat Fee
View profile
CL

Craig L Somerby

Connecticut·CRD #1499942
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
39 yrs
States
3
Exams
5
Since
1987
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Craig Luther Patterson

Florida·CRD #1135952
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
43 yrs
States
3
Exams
6
Since
1983
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CL

Craig L Wahl

South Carolina·CRD #5772999
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
16 yrs
States
2
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Craig Macomber

California·CRD #5130186
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CM

Craig Mark Siminski

Wisconsin·CRD #3102403
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
28 yrs
States
1
Exams
4
Since
1998
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Craig Martin Dembeck

Indiana·CRD #4058469
Dual-registered

Dual-registered at BROOKSTONE CAPITAL MANAGEMENT LLC

Experience
11 yrs
States
3
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$5k
View profile
CM

Craig Matthew Borkovec

California·CRD #6451524
Dual-registered

Dual-registered at COMPOSITION WEALTH, LLC

Experience
10 yrs
States
2
Exams
4
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
CM

Craig Matthew Rayment

Michigan·CRD #2974514
Dual-registered

Dual-registered at FINANCIAL ADVISORY CORPORATION

Experience
1 yrs
States
1
Exams
2
Since
2025
Fee
AUM / Hourly / Flat Fee / Other
View profile
CM

Craig Matthew Scheidt

New York·CRD #2322110
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
30 yrs
States
2
Exams
5
Since
1996
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Craig Matthew Stanley

Virginia·CRD #5325378
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
19 yrs
States
1
Exams
5
Since
2007
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Craig Maxwell Adams

Michigan·CRD #969
Dual-registered

Dual-registered at CONFIDENTIAL MANAGEMENT ADVISORS, INC.

Experience
55 yrs
States
1
Exams
13
Since
1971
Fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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