Craig Ferrantino
Craig Ferrantino is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Melville, NY, with 30 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
510 Broadhollow Road Suite 204, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
April 1997Other Business ActivitiesSells Insurance
Craig is an insurance agent selling non-variable insurance since 2007. He is also the president of Craig James Financial Services, LLC, offering tax preparation, accounting, and bookkeeping services, and is involved with several non-profit and volunteer organizations.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
A. G. Edwards & Sons, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations27 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.