Craig Michael Cacini

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Pittsburgh, PA
• 11/2016 → 03/2022
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
• 03/2022 → Present
  Raymond James And Associates, Inc.
  Monroesville, PA

Previous Registrations

• 2014-10-06 → 2022-03-14
  Wells Fargo Clearing Services, Llc
  Pittsburgh, PA
  Monroeville, PA

Other Businesses

(1)Name of Business: BEAUTIFUL GREEN ENTERPRISES, LLC Address: 291 HIGHVUE CIRCLE, WEXFORD, PA, 15090, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor, Officer - CEO, Officer - President Investment Related: Yes Start Date: 10/17/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: IDENTIFY, PURCHASE, RENOVATE, AND RENT RESIDENTIAL REAL ESTATE PROPERTIES

Exams

• S66 Uniform Combined State Law Examination
  2014-10-03

Designations

• Certified Financial Planner