Craig Isaacson
Craig Isaacson is a registered investment advisor at Wells Fargo Advisors, based in San Francisco, CA, with 34 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 California St 24th Fl, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2026Customer Dispute
March 2024Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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.
Exams
More Advisors
- Mehrdad AzargoshasbWells Fargo Advisors
- Anthony CliffordWells Fargo Advisors
- Gary Cummings, CFPWells Fargo Advisors
- Patrick ShannonWells Fargo Advisors
- Eric Boyer, CFAWells Fargo Advisors
- Janet Walker, CFAWells Fargo Advisors