Craig Livoti is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 21 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
51 John F Kennedy Pkwy 5th Fl, Office Center at Short Hills, Short Hills, NJ, 07078
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Regulatory History
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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Craig is a board member for St Vincent Martyr School HSA, a private Catholic school. He spends minimal time on check signing/funds disbursements and administrative tasks.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan StanleyBroker
Invesco Distributors, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Blackrock Fund Distribution CompanyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
UBS Financial Services INC.Broker
Hennion & Walsh, INC.Broker
State Registrations35 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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