Craig Lannaman, financial advisor Boca Raton FL
90 score

Craig Lannaman

CRD Number: 5959129
Current Firm: Morgan Stanley

Craig Lannaman (CRD# 5959129) is an Investment Advisor Representative working at Morgan Stanley in Boca Raton, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Columbus, OH May 2012 - Current 4
Pride Technologies Columbus, OH Aug 2011 - May 2012 < 1
Homemaker Columbus, OH Feb 2011 - Aug 2011 < 1
Chase Bank Columbus, OH Jan 2009 - Feb 2011 2
Kaleidoscope Youth Center Columbus, OH Sep 2008 - Dec 2008 < 1
Ohio State University Columbus, OH Feb 2008 - Dec 2008 < 1
Sunflower Market Columbus, OH Aug 2007 - Feb 2008 < 1
Staples Columbus, OH Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Craig A. Lannaman
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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