Craig Zaleck, financial advisor Bayonne NJ
96 score

Craig Zaleck

CRD Number: 4432103
Current Firm: First Allied Advisory Services, Inc.

Craig Zaleck (CRD# 4432103) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Bayonne, NJ and has over 9 years of experience in the finance industry. Craig Zaleck 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.

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Professional Designations
Company Name Location Dates Years
First Allied Securities, Inc. San Diego, CA Nov 2015 - Current 1
First Allied Advisory Services, Inc. San Diego, CA Nov 2015 - Current 1
Hogan And Associates LLC Bayonne, NJ Jan 2014 - Current 2
Tfs Securities, Inc. Lincroft, NJ Jan 2007 - Nov 2015 8
Mark Hogan Cpa Bayonne, NJ Oct 2006 - Dec 2013 7
Karsch Capital New York, NY Sep 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Craig M. Zaleck
Phone Number: 866-378-1376
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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