Craig Stern
Craig Stern is a registered investment advisor at Wells Fargo Advisors, based in Vineland, NJ, with 23 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1051 W Sherman Ave, Bldg 5/Ste B, Vineland, NJ, 08360
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Regulatory History (1)
Regulatory
June 2011Other Business Activities
Craig is involved in several investment-related and non-investment related activities, including managing a self-storage business, acting as a trustee for family members, owning real estate through various entities, and serving as a board member for a condo association. These activities require minimal time commitment overall.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Stg Secure Trading Group, INC.Broker
State Registrations32 states
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
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