Craig Raymond Eyler

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2009 → 09/2024
  Morgan Stanley
  Chicago, IL
• 01/2015 → 09/2024
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Chicago, IL
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2009-06-01 → 2024-09-27
  Morgan Stanley
  Chicago, IL
  Evanston, IL
• 2003-04-09 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

VERISMO FINANCIAL LLC; INV. RELATED; EVANSTON, IL; 50% OWNERSHIP; FINET OPERATING ENTITY; START DATE 9/13/2024; 60 HOURS PER MONTH; 60 HOURS DURING TRADING. EYLER FINANCIAL SERVICES INC.; INV. RELATED; EVANSTON, IL; 100% OWNERSHIP; S CORP TO FUND FINET BUSINESS; START DATE: 9/16/2024; 1 HR PER MONTH; 1 HR DURING TRADING. |

Exams

• S66 Uniform Combined State Law Examination
  2001-03-12

Designations

• Certified Financial Planner