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Craig Clifford Hess

Corhaven Technologies LLC

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About Craig Clifford Hess

Craig Clifford Hess is an Investment Advisor Representative at Corhaven Technologies LLC. Craig has been in the financial services industry since 1992. Craig is registered with the state of California and has passed the Series 7, Series 63, and Series 65 exams. Prior to Corhaven Technologies LLC, Craig worked at Goldman, Sachs & Co., PaineWebber Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig is also a member of the Board of Directors for MaxEX LLC.

Firm Information

Craig Hess is currently registered with Corhaven Technologies LLC. Corhaven Technologies LLC is a registered investment advisor with 1 advisor representative. They provide financial planning and portfolio management services to individuals. Corhaven Technologies LLC manages $9.2 million in assets.

$9.20M

Assets Under Management

16

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly subscription for financial planning

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Craig Hess’s Registration & Firm History

CT

05/18/2018 - Present

Corhaven Technologies LLC (Cos Cob CT)

NY

10/18/2001 - 10/03/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

NJ

01/30/1995 - 05/19/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

08/07/1992 - 10/13/1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Clifford Hess.
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