Craig Shuffain
Craig Shuffain is a registered investment advisor at Walter & Shuffain Financial Services, LLC, based in Boston, MA, with 17 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
One International Place, Suite 1010, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is a managing shareholder at Walter & Shuffain P.C., a CPA firm, and a partner at Walter & Shuffain Financial Services LLC, dealing with insurance and investments. He also manages real estate, Practice Management LLC (employee leasing), and Billing Recovery LLC (accounts receivable collection), dedicating nearly full-time hours to Walter & Shuffain P.C., a few hours per week to Walter & Shuffain Financial Services LLC and real estate, and about 10-20% of his time to Practice Management LLC.
Employment History
Current Registrations
Walter & Shuffain Financial Services, LLC
State Registrations1 state
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