Carl Gravina (CRD# 4460354) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Keene, NH and has over 22 years of experience in the finance industry. Carl Gravina has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7047829
Edward Jones
CRD# 2285905
Archer Investment Corporation
CRD# 4309276
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Investment Solutions, LLC | Keene, NH | May 2022 - Current | 2 |
Steward Partner Invesment Advisory, LLC | Keene, NH | Nov 2016 - Current | 7 |
Steward Partners Global Advisory, LLC | Keene, NH | Nov 2016 - Current | 7 |
Raymond James Financial Services, Inc. | Keene, NH | Nov 2016 - May 2022 | 5 |
Wells Fargo Advisors LLC | Keene, NH | Jan 2008 - Nov 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2001 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- MA
- NH
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
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