Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Michael Fasano is an Investment Advisor Representative at Wealthspire Advisors. Craig has been in the industry since April 2003. He is registered with the state of New Jersey and New York. Craig has been working at Wealthspire Advisors since April 2003, before that he was employed at NFP SECURITIES INC. Prior to this, he was employed at Sontag Securities LLC. Craig has passed both the Series 63 and Series 7 exams. He has been in the industry since 2003 and has been with his current firm since 2003. Craig has a strong background in financial planning and portfolio management, as well as experience in pension consulting and selection of other advisors. Wealthspire Advisors has over 8,100 client accounts, with assets under management of more than 21 billion dollars. The firm focuses on individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/21/2021 - Present
Wealthspire Advisors (NEW YORK NY)
NY
11/16/2006 - 12/22/2010
NFP SECURITIES, INC. (NEW YORK NY)
NY
05/16/2005 - 04/28/2006
SONTAG SECURITIES LLC (NEW YORK NY)
BC
Issued 06/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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