Peter John Craig

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Coinsnmore
  Rocky Point, NY
• 11/2014 → Present
  A & M Financial
  Westbury, NY
• 08/2025 → Present
  Lpl Financial Llc
  Westbury, NY

Previous Registrations

• 2016-11-16 → 2025-08-20
  Osaic Wealth, Inc.
  Westbury, NY

Other Businesses

1. 08/2025 - Peter Craig / Notary - Notary - Investment related - 0 Hrs/Mth - 0 Hrs During Trading - Westbury NY 11590 - OBA Start date: 12/01/2014 2. 08/2025 - MAC & Associates Insurance Group, LLC - Insurance Agency - Investment related - 3 Hrs/Mth - 1 Hrs During Trading - Westbury NY 11590 - OBA Start date: 08/02/2017 3. 08/2025 - Peter Craig - Non-Variable Insurance - Investment related - 5 Hrs/Mth - 5 Hrs During Trading - Westbury NY 11590 - OBA Start date: 10/14/2014 4. 08/2025 - Author - Author - Investment related - 1 Hrs/Mth - 0 Hrs During Trading - Westbury NY 11590 - OBA Start date: 06/25/2025 5. 08/2025 - Coinsnmore - Business Owner - Not Investment related - 2 Hrs/Mth - 0 Hrs During Trading - Oakdale, NY 11769 - OBA Start date: 06/16/2010 6. 08/2025 - A&M Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - 18000 Hrs/Mth - 7 Hrs During Trading - At reported business location(s) - OBA Start date: 08/18/2025

Exams

• S66 Uniform Combined State Law Examination
  2015-10-22

Designations

• Certified Financial Planner