Craig Matthew Haba

Current Employers

Employment History

• 01/2013 → 02/2026
  Northwestern Mutual Investment Services, Llc
  Wellesley, MA
• 02/2013 → 02/2026
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → 02/2026
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 02/2026 → Present
  Raymond James Financial Services, Inc.
  Boston, MA
• 02/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Boston, MA

Previous Registrations

• 2013-04-29 → 2017-07-31
  Northwestern Mutual Investment Services, Llc
  Wellesley, MA
  Westborough, MA
  Hingham, MA

Other Businesses

(1)Name of Business: Address: 23 High Ridge Circle, Franklin, MA, 02038, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 03/24/2026 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am publishing a book titled "Beyond the Green". It has been approved by the Marketing Compliance team. (2)Name of Business: Haba Sherry Wealth Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/16/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Partner\n\nAs the owner, I lead my team to provide broad based wealth management services to our clients including financial planning, investments, insurance and annuities primarily. (3)Name of Business: Haba Wealth Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Advisor, Partner\n\nWe provide our full wealth management branding and services through this DBA including investments, insurance, annuities and fee based advising. (4)Name of Business: Haba Weatlh Management Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 04/01/2013 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: We place life, long term disability and long term care policies with our clients. We also place annuities as needed to accomplish out client goals. (5)Name of Business: Multi Gen Partners, LLC Address: 10 Post Office Sq Fl 8, Boston, MA, 02109, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: What is your role in relation to this activity? Partner \n\nWe sell financial planning services and products through this legal entity.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-25

Designations

Other Names

• Craig Haba