Craig Ernest Sigeti

Employer firm

Ces Investment Strategies CRD 325168

$22.1M regulatory AUM 6 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 01/2023
  Penn Advisors
  Wilmington, DE
• 01/2023 → Present
  Ces Investment Strategies
  Lititz, PA

Previous Registrations

• 2015-01-20 → 2023-03-31
  Penn Investment Advisors, Inc.
  Bala Cynwyd, PA
• 2014-02-13 → 2015-01-12
  Longview Capital Management Llc
  Wilmington, DE
• 2011-10-25 → 2014-10-28
  Ces Investment Management & Consulting, Llc
  Lititz, PA
• 2010-06-04 → 2010-07-15
  Fulcrum Advisory Services, Llc
  Exton, PA
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-03
• S63 Uniform Securities Agent State Law Examination
  2005-10-11