Craig Weiss is a registered investment advisor, based in Parsippany, NJ, with 32 years of industry experience.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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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.
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Craig is the Chief Compliance Officer at Bleakley Financial Group, a registered investment advisor. This role takes nearly all of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Onepoint Bfg Wealth Partners
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
April 2024 - April 2025 · 1 yr
Summit Financial, LLC
December 2018 - April 2024 · 5 yrs 4 mos
Summit Financial, LLC
December 2018 - December 2018 · 0 mos
Ls Securities, LLCBroker
November 2018 - April 2024 · 5 yrs 5 mos
Summit Financial Resources INC
July 2017 - September 2018 · 1 yr 2 mos
Summit Equities, INC.Broker
June 2017 - December 2018 · 1 yr 6 mos
Summit Equities INC
June 2017 - December 2018 · 1 yr 6 mos
Granite Springs Asset Management, LLC
September 2016 - July 2017 · 10 mos
R. Seelaus & Co.,inc.Broker
August 2016 - July 2017 · 11 mos
Msi Financial Services, INC.
July 2016 - September 2016 · 2 mos
Msi Financial Services, INC.Broker
June 2016 - September 2016 · 3 mos
Comprehensive Capital Management, INC.
July 2014 - June 2016 · 1 yr 11 mos
Comprehensive Asset Management and Servicing, INC.Broker
July 2014 - June 2016 · 1 yr 11 mos
Belle Haven Investments, L.P.Broker
October 2013 - July 2014 · 9 mos
J.P. Morgan Securities LLC
December 2012 - July 2013 · 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - July 2013 · 9 mos
Chase Investment Services CORP.Broker
September 2012 - October 2012 · 1 mo
M.J. Whitman LLCBroker
May 2009 - September 2012 · 3 yrs 4 mos
J. B. Hanauer & CO.Broker
March 1995 - February 2009 · 13 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1993 - January 1995 · 1 yr 6 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.