Craig Valentine
Craig Valentine is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Smithtown, NY, with 16 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
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.
Exams
More Advisors
- Rinaldo Crassa, CFPRaymond James Financial Services Advisors, INC
- Jonathan EhrlichRaymond James Financial Services Advisors, INC
- Peter HalliwellRaymond James Financial Services Advisors, INC
- Peter Gawreluk, CFPCommonwealth Financial Network
- Louis Soriano, CFPCetera Investment Advisers LLC
- Gary Arnold, ChFCInvestment Network, INC.