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Charles Everett Craig

C.E.C. Wealth Management

Tulsa, OK

CRD 5862756

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Employer firm

C.e.c. Wealth Management CRD 323751

$60.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
C.E.C. Wealth Management

Tulsa, OK • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-04
OK RA APPROVED 2022-10-27
  • TX RA
    APPROVED
    Since 2025-03-04
  • OK RA
    APPROVED
    Since 2022-10-27

Branch Locations

Tulsa, OK • 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
Meliora Capital Tulsa OK 08/2014 Present
C.E.C. Wealth Management Tulsa OK 09/2022 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-23
  • S65 Uniform Investment Adviser Law Examination
    2010-12-23
Designations
  • Certified Financial Planner
Other Names
  • Chas Everett Craig

View on SEC IAPD

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