Craig Valentine is a CFP, ChFC-designated registered investment advisor, based in Smithtown, NY, with 15 years of industry experience.
Location
95 Smithtown Blvd, Smithtown, NY, 11787
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Craig is an associate/employee at Hendel Wealth Management Group, working as a financial advisor servicing client accounts and soliciting new business. This takes about half of Craig's time and occurs during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations24 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.