Charles Kraft is a registered investment advisor, based in San Diego, CA, with 32 years of industry experience.
Location
9275 Sky Park Court, Suite 350, San Diego, CA, 92123
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the owner of Kraft Wealth Management, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2024 - Present · 1 yr 8 mos
Cetera Investment Services LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Wells Fargo Advisors
January 2016 - August 2024 · 8 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2016 - August 2024 · 8 yrs 7 mos
Credit Suisse Securities (USA) LLC
May 2012 - February 2016 · 3 yrs 9 mos
Credit Suisse Securities (USA) LLCBroker
May 2012 - February 2016 · 3 yrs 9 mos
Goldman, Sachs & CO.Broker
June 2010 - May 2012 · 1 yr 11 mos
William Blair & Company L.L.C.Broker
September 1993 - June 2010 · 16 yrs 9 mos
State Registrations8 states
AZCACOILNVNYSCTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.