CD
CD

Craig Delong

8 Years of Experience
St. Petersburg, FL
Broker

Craig Delong is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 8 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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 involved in a part-time consulting role with Degart Global, focusing on document editing and travel planning. This activity takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2021 - Present · 4 yrs 6 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James Financial Services Advisors, INC
July 2019 - Present · 6 yrs 10 mos
Raymond James Financial Services, INC.
February 2018 - Present · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2017 - June 2017 · 5 mos
State Registrations2 states
AZFL
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.
Craig Delong - Financial Advisor | TrueAdvisor