CV
CV

Craig Vitale

23 Years of Experience
Fresno, CA
Broker

Craig Vitale is a registered investment advisor at Cetera Investment Advisers LLC, based in Fresno, CA, with 23 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7511 N Remington Avenue, Suite 101, Fresno, CA, 93711

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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 Activities

Craig is a CPA employee at Dristas Groom McCormick LLP, an accounting firm, dedicating nearly full-time hours. He also works as a CPA consultant for his spouse's business, spending a few hours per week, and co-owns Remington Properties LLC, a rental property, dedicating minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2003 - Present · 23 yrs 1 mo
Cetera Financial Specialists LLCBroker
July 2002 - Present · 23 yrs 10 mos
State Registrations6 states
CAFLNYORTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Vitale - Financial Advisor | TrueAdvisor