CG
CFP
CG
CFP

Carl Gravina

24 Years of Experience
Keene, NH
BrokerSells Insurance

Carl Gravina is a CFP-designated registered investment advisor, based in Keene, NH, with 24 years of industry experience.

Location

149 Emerald Street, Unit B, Keene, NH, 03431

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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 ActivitiesSells Insurance

Carl is an owner of Monadnock Capital Group and an agent for Steward Partners Global Advisory, where he installs insurance products, dedicating a few hours per week. He also owns rental real estate and works for Steward Partners Global Advisory and Steward Partners Investment Advisory LLC as a financial advisor, spending minimal time on these activities.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
November 2016 - May 2022 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2016 · 8 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2016 · 8 yrs 10 mos
A. G. Edwards & Sons, INC.
August 2003 - January 2008 · 4 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
November 2001 - January 2008 · 6 yrs 2 mos
State Registrations30 states
CACOCTDCDEFLGAKYMAMDMEMIMTNCNHNMNVNYOHORPARISCUTVAVTWAWIWVWY
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.
Carl Gravina - Financial Advisor | TrueAdvisor