Margot E Craig

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2020 → 02/2023
  Blueprint Wealth Advisors
  Chicago, IL
• 10/2017 → 12/2019
  Paradigm Wealth Management
  Chicago, IL
• 05/2016 → 10/2017
  Unemployed
  Chicago, IL
• 02/2023 → 10/2023
  Commonwealth Financial Network
  Waltham, MA
• 02/2023 → 10/2023
  Blueprint Wealth Advisors, Llc
  Chicago, IL
• 11/2023 → Present
  Morgan Stanley Smith Barney Llc
  Chicago, IL
• 12/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-09-16 → 2023-10-16
  Commonwealth Financial Network
  Chicago, IL

Other Businesses

*665050 - Ferrum Rosa LLC; Investment related: No; CHICAGO, Illinois; Creative pursuits to inspire spiritual and personal growth, may or may not include creating artwork, writing, sharing personal experiences to support others, and/or public speaking.; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 15; Founder, Creative Director

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-08-30

Designations

• Certified Financial Planner

Other Names

• Margot Craig
• Margot Elizabeth Craig
• Margot Craig Frank