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Current Employers
Craft Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-05-10
NY RA APPROVED 2021-08-31
  • LA RA
    APPROVED
    Since 2022-05-10
  • NY RA
    APPROVED
    Since 2021-08-31

Branch Locations

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

Disclosures

1 disclosure category 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 No
  • 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 09/2020
Craft Wealth Management Llc Garden City NY 03/2015 Present
Craft Asset Holding Llc Garden City NY 10/2013 Present
Advanced Capital Management Llc Garden City NY 06/2019 Present
Craft Capital Management Llc Boynton Beach FL 09/2020 10/2020
Craft Capital Management Llc Delray Beach FL 10/2020 Present
  • 03/2015 → 09/2020
    Craft Capital Management Llc
    Garden City, NY
  • 03/2015 → Present
    Garden City, NY
  • 10/2013 → Present
    Craft Asset Holding Llc
    Garden City, NY
  • 06/2019 → Present
    Advanced Capital Management Llc
    Garden City, NY
  • 09/2020 → 10/2020
    Craft Capital Management Llc
    Boynton Beach, FL
  • 10/2020 → Present
    Craft Capital Management Llc
    Delray Beach, FL
Previous Registrations
  • 2015-05-14 → 2020-06-29
    Garden City, NY
  • 2011-03-09 → 2015-03-31
    Woodstock Financial Group, Inc.
    Fort Lauderdale, FL
    Garden City, NY
    Westbury, NY
Other Businesses

1. JOBAST HOLDING INC.; NOT INVESTMENT RELATED; 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; ADMINISTRATIVE - BILL PAYING ENTITY; VP-SEC; START DATE 04/1997; DEVOTES APPROXIMATE 1 TO 2 HOURS A MONTH WHICH NONE ARE DURING TRADING HOURS; DUTIES INCLUDE BACK-UP ADMINISTRATION. 2. CRAFT WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS CEO; IN CHARGE OF DAY-TO-DAY MANAGEMENT OF FIRM; START DATE 03/2015; DEVOTES APPROX 20 HOURS A MONTH. 3. CRAFT ASSET HOLDINGS, LLC; BILL PAYING ENTITY (NOT INVESTMENT RELATED); 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS CEO; IN CHARGE OF DAY-TO-DAY MANAGEMENT OF FIRM; START DATE 10/2013; DEVOTES APPROX 5 HOURS A MONTH. 4. 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. 5. 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. 6. 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 2011-03-07
S63 Uniform Securities Agent State Law Examination 1992-12-24
  • S65 Uniform Investment Adviser Law Examination
    2011-03-07
  • S63 Uniform Securities Agent State Law Examination
    1992-12-24

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