Craig Thomas Bisagna

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 02/2014 → 12/2018
  National Securities Corporation
  New York, NY
• 03/2014 → 12/2018
  National Asset Management, Inc.
  New York, NY
• 01/2019 → 11/2020
  Tiaa
  Charlotte, NC
• 01/2019 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 08/2021 → 11/2021
  Lpl Financial Llc
  Fort Mill, SC
• 11/2020 → 08/2021
  Retired/Unemployed
  Ft. Mill, SC
• 10/2022 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 10/2022 → Present
  Truist Advisory Services, Inc
  Charlotte, NC
• 12/2021 → 09/2022
  Unemployed
  Ft. Mill, SC

Previous Registrations

• 2021-09-17 → 2021-12-13
  Lpl Financial Llc
  Fort Mill, SC
  Fort Mill, SC
  Fort Mill, SC
• 2019-01-15 → 2020-11-13
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 2014-03-11 → 2018-12-31
  B. Riley Wealth Advisors, Inc.
  New York, NY
  Fort Mill, SC
• 2012-03-30 → 2014-02-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cranford, NJ
  New York, NY
  Iselin, NJ
• 1997-02-20 → 2004-08-16
  Charles Schwab & Co., Inc.
  Hartford, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-26
• S63 Uniform Securities Agent State Law Examination
  1992-02-25

Other Names

• Craig Bisagna
• Craig Thomas Bisagna
• Craig T Bisagna