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Current Employers
Craft Wealth Management Llc

377 Oak Street Lower Concourse, Garden City, NY 11530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-26
  • NY RA
    APPROVED
    Since 2021-10-26

Branch Locations

377 Oak Street Lower Concourse, Garden City, NY 11530 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Craft Capital Management Llc Garden City NY 03/2015 Present
Craft Asset Holdings Llc Garden City NY 10/2013 Present
Craft Wealth Management Llc Garden City NY 03/2015 Present
N/A Garden City NY 10/2016 Present
Advanced Capital Management Llc Garden City NY 06/2019 Present
  • 03/2015 → Present
    Craft Capital Management Llc
    Garden City, NY
  • 10/2013 → Present
    Craft Asset Holdings Llc
    Garden City, NY
  • 03/2015 → Present
    Garden City, NY
  • 10/2016 → Present
    N/A
    Garden City, NY
  • 06/2019 → Present
    Advanced Capital Management Llc
    Garden City, NY
Previous Registrations
  • 2016-10-13 → 2020-06-29
    Garden City, NY
  • 2009-01-21 → 2015-03-31
    Woodstock Financial Group, Inc.
    Garden City, NY
    Westbury, NY
Other Businesses

1. JOBAST HOLDING INC.; NOT INVESTMENT RELATED; 9 SEWARD DRIVE DIX HILLS, NY 11746, GARDEN CITY, NY 11530; ADMINISTRATIVE - BILL PAYING ENTITY; PRESIDENT, CO-OWNER; START DATE 04/1997; DEVOTES PARTIAL DUTIES INCLUDE ACCOUNTS PAYABLE & RECEIVABLES AND ADMINISTRATIVE. 2. CRAFT CAPITAL MANAGEMENT, LLC;INVESTMENT RELATED; 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS CHIEF OPERATING OFFICER; IN CHARGE OF OVERSEEING AND MANAGINGCOMPLIANCE ISSUES WITHIN THE FIRM; START DATE 03/2015; DEVOTES APPROX 160 HOURS A MONTH. 3. CRAFT ASSET HOLDINGS, LLC; BILL PAYING ENTITY (NOTINVESTMENT RELATED); 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS MANAGING MEMBER; IN CHARGE OF DAY-TO-DAY MANAGEMENT OF FIRM;START DATE 10/2013; DEVOTES APPROX 10 HOURS A MONTH. 4. INDEPENDENT INSURANCE AGENT, 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; OFFERSPRODUCTS THROUGH NATIONWIDE, GENWORTH AND AMERICAN GENERAL, PRINCIPAL AND OTHERS; START DATE 10/10/16; DEVOTES APPROXIMATELY 2 HOURS AMONTH. 5. ADVANCED CAPITAL MANAGEMENT LLC, 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; INVESTMENT HOLDING COMPANY, INVESTMENT RELATED; MEMBER, NO DAY-TO-DAY DUTIES;06/26/2019, 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS. 6. Dupont SPAC Management-LLC. 16405 Via Ventia West Delray Beach FL 33431, SPV investing/raising funds in one or more private offerings. 45% ownership/member/Mgr., 3 hours per week Start date June 2026, Investment related, Compensation from profits and investments. 7. TRK Management LLC. 16405 Via Ventia West Delray Beach FL 33431, Members are managers of Dupont SPAC Mgt., 45% ownership, 3 hours per week Start date June 2026, Investment related, Compensation from profits and investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-01-03
S63 Uniform Securities Agent State Law Examination 2005-04-26
  • S65 Uniform Investment Adviser Law Examination
    2008-01-03
  • S63 Uniform Securities Agent State Law Examination
    2005-04-26

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