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Craig Buhrendorf

30 Years of Experience
Avon, CT
Broker

Craig Buhrendorf is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Avon, CT, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

40 Tower Lane, Avon Park South, Avon, CT, 06001

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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 is an employee of Valley Financial Group, a support company/DBA, where he works as a financial advisor for Raymond James Financial Services, Inc. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2009 - Present · 16 yrs 10 mos
Raymond James Financial Services, INC.
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - July 2009 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - July 2009 · 1 mo
Citigroup Global Markets INC.
August 1995 - June 2009 · 13 yrs 10 mos
Citigroup Global Markets INC.Broker
July 1995 - June 2009 · 13 yrs 11 mos
State Registrations11 states
CTFLMAMENCNJNYPASCUTVA
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.
Craig Buhrendorf - Financial Advisor | TrueAdvisor