CC
CFP
CC
CFP

Craig Cacini

11 Years of Experience
Monroeville, PA
Broker

Craig Cacini is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Monroeville, PA, with 11 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

3824 Northern Pike, 1 Monroeville Center, Suite 950, Monroeville, PA, 15146

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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 Activities

Craig is the owner, proprietor, CEO, and president of Beautiful Green Enterprises, LLC, a residential real estate rental business. He spends minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Raymond James & Associates, INC.
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2014 - March 2022 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - March 2022 · 7 yrs 6 mos
State Registrations27 states
AZCACOCTDEFLGAIAIDILINKYMAMDMEMIMNNCNJNYOHPASCTNTXVAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Craig Cacini - Financial Advisor | TrueAdvisor