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Craig Gayhardt

32 Years of Experience
Bethesda, MD
Broker

Craig Gayhardt is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

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.

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Other Business Activities

Craig has 100% ownership of Sojac Ventures LLC, an investment-related business. This takes nearly a full-time commitment.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors
September 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2009 - September 2022 · 13 yrs 6 mos
Wells Fargo Clearing Services, LLC
March 2009 - September 2022 · 13 yrs 6 mos
Citigroup Global Markets INC.
January 1999 - April 2009 · 10 yrs 3 mos
Citigroup Global Markets INC.Broker
June 1997 - April 2009 · 11 yrs 10 mos
Prudential Securities IncorporatedBroker
July 1993 - September 1997 · 4 yrs 2 mos
State Registrations22 states
CACOCTDCDEFLIDMDMONCNHOHORPASCTNUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.