Craig Stephen Hebert

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2001 → Present
  Summit Financial Services, Llc
  Eldersburg, MD
• 07/2017 → Present
  Foundations Investment Advisors, Llc
  Eldersburg, MD
• 05/2017 → Present
  College Craig
  Eldersburg, MD

Other Businesses

1) SUMMIT FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 1425 LIBERTY ROAD, STE. 200 ELDERSBURG, MD 21784. START DATE 10/2001. INSURANCE/ANNUITY; VICE PRESIDENT/INSURANCE AGENT; 120 HRS/MONTH DEVOTED TO OTHER BUSINESS; 120 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; PROVIDES FIXED INSURANCE AND ANNUITY SOLUTIONS; 2) SUMMIT FINANCIAL SERVICES, LLC; INVESTMENT RELATED; 1425 LIBERTY ROAD, STE. 200 ELDERSBURG, MD 21784.; WEALTH ADVISOR; NON-LEGAL ESTATE PLANNING ADMINISTRATIVE SERVICES; START DATE 09/2025; 20-30 HRS/MONTH DEVOTED TO OTHER BUSINESS; 20-30 HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS;DUTIES INCLUDE NON-LEGAL SERVICES TO ASSIST CLIENTS WITH DOCUMENT ORGANIZATION, DATA ENTRY, AND PLATFORM NAVIGATION RELATED TO ESTATE PLANNING SOFTWARE. 3) COLLEGE CRAIG; INVESTMENT RELATED.1425 LIBERTY ROAD, STE. 200 ELDERSBURG, MD 21784; COLLEGE FUNDING ADVISOR; COLLEGE FUNDING STRATEGIES; START DATE: 05/2017; 75 HRS/MONTH DEVOTED TO THE OTHER BUSINESS; 75 HRS/MONTH DEVOTED TO THE OTHER BUSINESS DURING SECURITIES TRADING HRS; PROVIDES EDUCATION AND FUNDING STRATEGY DESIGN FOR COLLEGE BOUND FAMILIES. FUNDING STRATEGIES MAY OCCASIONALLY INVOLVE USING INVESTMENT TOOLS TO ACHIEVE THE STRATEGY 4) SPG CAPITAL, LLC PRIVATE LENDING; INVESTMENT RELATED; 218 CARLISLE ST. HANOVER, PA 17331; INVESTOR; START DATE: 09/2025; 3 HRS/MONTH DEVOTED TO OTHER BUSINESS; 3 HRS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HRS; PRIVATE LENDING REAL ESTATE GROUP IN PA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-06-25

Other Names

• Craig Hebert