CP
CP

Craig Petrassi

24 Years of Experience
Boca Raton, FL
BrokerSells Insurance

Craig Petrassi is a registered investment advisor, based in Boca Raton, FL, with 24 years of industry experience.

Location

Boca Raton, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Craig is the founder and portfolio manager of Evoke Wealth Management, dedicating full-time hours to this role. He also holds membership/leadership positions in several real estate and investment-related entities, including GCL 324 LLC, NOEMCS LLC, Grand Cascades Lodge Condo Association, and MUGGA, LLC.

Employment History
Current Registrations
Kestra Investment Services, LLC
October 2021 - Present · 4 yrs 7 mos
Kestra Investment Services, LLCBroker
October 2021 - Present · 4 yrs 7 mos
Kestra Private Wealth Services, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Revere Securities LLCBroker
March 2009 - May 2016 · 7 yrs 2 mos
Jesup & Lamont Securities CORPBroker
March 2002 - March 2009 · 7 yrs
Kc May Securities CORP.Broker
April 1996 - April 2002 · 6 yrs
State Registrations6 states
CAFLMINJNYWA
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.