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Craig Nolan
18 Years of Experience
Long Beach, NY
Broker
Craig Nolan is a registered investment advisor at Raymond James & Associates, INC., based in Long Beach, NY, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Long Beach, NY
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
June 2021 - Present · 4 yrs 11 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
November 2010 - September 2016 · 5 yrs 10 mos
Jefferies Investment Advisers, LLC
June 2008 - November 2010 · 2 yrs 5 mos
Jefferies & Company, INC.Broker
February 2008 - November 2010 · 2 yrs 9 mos
Orbit II Partners, L.P.Broker
July 2004 - August 2004 · 1 mo
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.