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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 2021-08-31
  • NY RA
    APPROVED
    Since 2021-08-31

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legend Securities, Inc. New York NY 08/2015 12/2016
Legend Financial Management New York NY 02/2016 12/2016
Craft Capital Managment Llc New York NY 05/2017 Present
Not Employed Clifton NJ 12/2016 05/2017
Craft Wealth Managment Llc Garden City NY 05/2018 Present
Rollin In The Dough Wood Burning Pizza Llc Clifton NJ 11/2020 Present
  • 08/2015 → 12/2016
    Legend Securities, Inc.
    New York, NY
  • 02/2016 → 12/2016
    Legend Financial Management
    New York, NY
  • 05/2017 → Present
    Craft Capital Managment Llc
    New York, NY
  • 12/2016 → 05/2017
    Not Employed
    Clifton, NJ
  • 05/2018 → Present
    Craft Wealth Managment Llc
    Garden City, NY
  • 11/2020 → Present
    Rollin In The Dough Wood Burning Pizza Llc
    Clifton, NJ
Previous Registrations
  • 2018-05-21 → 2020-06-29
    Garden City, NY
  • 2016-02-10 → 2016-12-16
    Legend Financial Management
    New York, NY
  • 2012-09-05 → 2014-12-31
    Ariston Wealth Management, L.P.
    New York, NY
  • 2011-10-24 → 2012-06-01
    F500 Advisory Services, Inc.
    Newport Beach, CA
  • 2009-03-20 → 2010-04-15
    Brookstone Securities, Inc.
    Lakeland, FL
    Clifton, NJ
  • 2005-10-18 → 2007-03-23
    Millburn, NJ
    Millburn, NJ
Other Businesses

1) CRAFT WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 377 OAK STREET, SUITE 402, GARDEN CITY, NY 11530; TITLE IS PORTFOLIO MANGER; MANAGE RIA'S CUSTOMER ACCOUNTS; START DATE 05/2018; DEVOTES APPROX 20 HOURS A MONTH; APPROX 20 HOURS A MONTH DURING SECURITIES TRADING HOUR. 2) ROLLIN IN THE DOUGH WOOD BURNING PIZZA LLC, NO PHYSICAL ADDRESS, MOBILE UNIT; FOOD SERVICE RELATED, NON - INVESTMENT RELATED; MEMBER/PARTNER, PROVIDING FOOD FOR PARTIES AND EVENTS; NOVEMBER 2020, BUSINESS WILL NOT COMMENCE UNTIL MARCH/APRIL 2021; HOURS VARY, PRIMARILY ON WEEKENDS; NO HOURS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-17
S63 Uniform Securities Agent State Law Examination 1994-03-09
  • S66 Uniform Combined State Law Examination
    2005-10-17
  • S63 Uniform Securities Agent State Law Examination
    1994-03-09

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