Craig Laub

Employer firm

Klingman And Associates, LLC CRD 125618

$5.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 12/2005 → 07/2020
  Raymond James Financial Services, Inc
  New York, NY
• 12/2005 → Present
  Klingman And Associates Llc
  New York, NY

Other Businesses

1) Name of Business : NA Address: 120 West 45th Street, Suite 3800,New York, NY Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 02/09/2007 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: insurance sales .

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-23
• S63 Uniform Securities Agent State Law Examination
  1999-06-14

Designations

• Certified Financial Planner