Best Investors Account Sign in
Inactive

Craig Edward Stearns

Farther

San Francisco, CA

Westport, CT

CRD 4484032

Claim This Profile
Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Farther

345 California Street Suite 600, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-27
  • CT RA
    APPROVED
    Since 2025-06-27

Branch Locations

345 California Street Suite 600, San Francisco, CA 94104 • United States

8 Wright Street, 1St Floor Suite 121, Westport, CT 06880 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lenox Advisors/Mmlis Stamford CT 06/2008 08/2022
Integrated Equity Management Westport CT 08/2022 02/2023
Stearns Wealth Management Westport CT 02/2023 Present
Farther Westport CT 06/2025 Present
  • 06/2008 → 08/2022
    Lenox Advisors/Mmlis
    Stamford, CT
  • 08/2022 → 02/2023
    Integrated Equity Management
    Westport, CT
  • 02/2023 → Present
    Stearns Wealth Management
    Westport, CT
  • 06/2025 → Present
    Westport, CT
Previous Registrations
Other Businesses

Owner, Stearns Wealth Management, LLC; a private entity established to facilitate fixed insurance business; as of 2/01/2023; 30 hrs/month , all during securities trading hours; Conducted at branch; Non-Investment related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-23
  • S66 Uniform Combined State Law Examination
    2002-03-23
Designations
  • Certified Financial Planner
Other Names
  • Skip Edward Stearns

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in San Francisco, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor