Craig Bisagna is a registered investment advisor, based in Charlotte, NC, with 33 years of industry experience.
Location
214 N Tryon St, Fl 32, Charlotte, NC, 28202
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
February 2023 - Present · 3 yrs 3 mos
Truist Investment Services, INC.Broker
February 2023 - Present · 3 yrs 3 mos
Truist Advisory Services, INC.
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
LPL Financial LLC
September 2021 - December 2021 · 3 mos
LPL Financial LLCBroker
September 2021 - December 2021 · 3 mos
Advice and Planning Services
January 2019 - November 2020 · 1 yr 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
January 2019 - November 2020 · 1 yr 10 mos
National Asset Management, INC.
March 2014 - December 2018 · 4 yrs 9 mos
National Securities CorporationBroker
February 2014 - December 2018 · 4 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - February 2014 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - February 2014 · 2 yrs
Needham & Company, LLCBroker
June 2005 - January 2012 · 6 yrs 7 mos
The Williams Capital Group, L.P.Broker
April 2005 - June 2005 · 2 mos
Charles Schwab & CO., INC.
February 1997 - August 2004 · 7 yrs 6 mos
Charles Schwab & CO., INC.Broker
February 1992 - August 2004 · 12 yrs 6 mos
Mitchell Hutchins Asset Management INC.Broker
December 1989 - October 1991 · 1 yr 10 mos
State Registrations2 states
NCSC
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.