Craig Alan Petrassi

Employer firm

Kestra Private Wealth Services, LLC CRD 155193

$13.5B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2016 → 08/2021
  Tiaa
  Roseland, NJ
• 08/2021 → Present
  Kestra Private Wealth Services, Llc
  Montclair, NJ
• 08/2021 → Present
  Kestra Investment Services, Llc
  Montclair, NJ

Other Businesses

Name: EVOKE WEALTH MANAGEMENT POSITION: Founder/Portfolio Manager NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/16/2021 ADDRESS: 363 Bloomfield Ave, Suite 3A, Montclair NJ 07042, DESCRIPTION: Managing Member Name: GCL 324 LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/04/2020 ADDRESS: 22 Candle Lane, East Brunswick NJ 08816 DESCRIPTION: Investor - Member Name: NOEMCS LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/08/2016 ADDRESS: 230, Connecticut Street, Westfield NJ 07090 DESCRIPTION: Investor Name: GRAND CASCADES LODGE CONDO ASSOCIATION POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/17/2009 ADDRESS: 3 Wild Turkey Way, Hamburg NJ 07419 DESCRIPTION: President of the board overseeing the condo association Name: MUGGA, LLC POSITION: member/partner NATURE: non client related personal investments INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 06/26/2024 ADDRESS: 1740 Dell Range Blvd, Ste H # 502, Cheyenne WY 82009 DESCRIPTION: making investments Name: CAP WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corp entity where fees earned are earmarked for corporate purposes INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2021 ADDRESS: 230 Connecticut Street, Westfield NJ 07090, United States DESCRIPTION: S-Corp entity where fees earned are earmarked for corporate purposes

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-05-09
• S65 Uniform Investment Adviser Law Examination
  2021-09-03