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Stephen Kiront

Craft Wealth Management LLC
34 Years of Experience
Garden City, NY
6 DisclosuresBrokerSells Insurance
View SEC Summary
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Stephen Kiront is a registered investment advisor at Craft Wealth Management LLC, based in Garden City, NY, with 34 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 67 clients with $11M in assets under management.

Craft Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
67 clients
Average Client Portfolio
$160K average
Assets Under Management
$10.7M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.40%
$500K - $1.0M2.25%
$1M+1.95%

Fees are negotiable within a limited range and can be set lower at the discretion of the investment advisor representative. Accounts using the SSGA platform are charged a flat rate of 1.30% per year plus 0.15% for NextCapital.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

377 Oak Street, Lower Concourse, Garden City, NY, 11530

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Regulatory
April 1997
Final
Customer Dispute
August 1995
Settled
Customer Dispute
November 1994
Settled
Customer Dispute
October 1994
Settled
Customer Dispute
October 1991
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
October 2021 - Present · 5 yrs
Craft Capital Management LLC
March 2015 - Present · 11 yrs 7 mos
Craft Capital Management LLCBroker
March 2015 - Present · 11 yrs 7 mos
Previous Registrations
Craft Wealth Management LLC
October 2016 - June 2020 · 3 yrs 8 mos
Woodstock Financial Group, INC.
January 2009 - March 2015 · 6 yrs 2 mos
Woodstock Financial Group, INC.Broker
April 2000 - March 2015 · 14 yrs 11 mos
Vtr Capital, INC.Broker
March 1998 - March 1998 · 0 mos
Monroe Parker Securities, INC.Broker
August 1994 - December 1997 · 3 yrs 4 mos
Biltmore Securities, INCBroker
January 1993 - August 1994 · 1 yr 7 mos
Stratton Oakmont INC.Broker
November 1989 - January 1993 · 3 yrs 2 mos
State Registrations18 states
CAFLGAIAMDMIMNNCNVNYOKPASCSDTXUTWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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