Stephen Kiront
Stephen Kiront is a registered investment advisor at Craft Wealth Management LLC, based in Garden City, NY, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $9.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Craft Wealth Management's fees for managing your investments are based on a percentage of your portfolio's value. The exact percentage is negotiable, but the maximum annual fees are:
- Up to $249,999: 2.50%
- $250,000 - $499,999: 2.40%
- $500,000 - $999,999: 2.25%
- $1,000,000 and up: 1.95%
Clients using the SSGA platform will be charged 1.30% per year, plus 0.15% to NextCapital. There is also an annual maintenance fee of $60.
Location
377 Oak Street, Lower Concourse, Garden City, NY, 11530
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2016Regulatory
April 1997Customer Dispute
August 1995Customer Dispute
November 1994Customer Dispute
October 1994Customer Dispute
October 1991Other Business ActivitiesSells Insurance
Stephen is president and co-owner of Jobast Holding Inc., Chief Operating Officer of Craft Capital Management, LLC (taking nearly full-time), and Managing Member of Craft Asset Holdings, LLC. He is also an independent insurance agent and a member of Advanced Capital Management LLC.
Employment History
Current Registrations
Craft Wealth Management LLC
Craft Capital Management LLC
Craft Capital Management LLCBroker
Previous Registrations
Craft Wealth Management LLC
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
Vtr Capital, INC.Broker
Monroe Parker Securities, INC.Broker
Biltmore Securities, INCBroker
Stratton Oakmont INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.