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Rob Craft

Sentinel Asset Management, LLC

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About Rob Craft

Rob Craft is an Investment Advisor Representative with Sentinel Asset Management, LLC. Rob has worked in the financial services industry for over 20 years. Rob has a combined 20 years of experience in the financial services industry. Previously, Rob worked at T. Rowe Price Investment Services, Inc. and AllianceBernstein Investments, Inc. Rob has passed Series 6, 7, 63 and 66 exams and holds a securities license in Connecticut and Maryland. Rob has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service. Rob specializes in providing financial planning, portfolio management for individuals and educational seminars. Rob is committed to building long-term relationships with his clients.

Firm Information

Rob Craft is currently registered with Sentinel Asset Management, LLC. Sentinel Asset Management, LLC is an investment advisor based in [Location is missing]. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $36,743,934 in assets for 446 clients. They have a team of 10 licensed agents and 5 investment adviser representatives. They also offer educational seminars.

$36.74M

Assets Under Management

Not reported

Total Clients

6

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Rob Craft’s Registration & Firm History

CT

05/15/2024 - Present

Sentinel Asset Management, LLC (WALLINGFORD CT)

MD

05/02/2014 - 10/22/2019

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

NY

08/07/2000 - 09/10/2013

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/12/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/04/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rob Craft.
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