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Peter Craig

LPL Financial LLC
11 Years of Experience
Westbury, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Peter Craig is a CFP-designated registered investment advisor at LPL Financial LLC, based in Westbury, NY, with 11 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

792A Carman Ave, Westbury, NY, 11590

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History

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.

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Other Business ActivitiesSells Insurance

Peter is involved in several business activities, including being a licensed notary public, selling coins online, writing financial articles, and being a director for FPA Long Island. He also works as an insurance agent, selling various insurance products, and owns Mac & Associates Insurance Group, LLC.

Employment History
Current Registrations
LPL Financial LLC
August 2025 - Present · 1 yr 2 mos
LPL Financial LLCBroker
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Osaic Wealth, INC.
November 2016 - August 2025 · 8 yrs 9 mos
Osaic Wealth, INC.Broker
June 2015 - August 2025 · 10 yrs 2 mos
State Registrations11 states
CACOCTFLGAMINCNJNYSCVT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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