Craig Cerone
Craig Cerone is a registered investment advisor at Raymond James & Associates, INC., based in Greenwich, CT, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Three Pickwick Plaza, 4th Floor, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is a trustee/successor trustee for Biagia Capital Access and co-trustee with his spouse. He also owns rental real estate through Cerone Lake House LLC and DPJC LLC, dedicating about a quarter to about half of his time to the Cerone Lake House LLC.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Scudder Investor Services, INC.Broker
Deutsche Bank Securities INC.Broker
State Registrations13 states
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