Craig Shuffain (CRD# 4162430) is an Investment Advisor Representative working at Walter & Shuffain Financial Services, LLC in Boston, MA and has over 24 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Oct 2002 - Current | 21 |
| Walter & Shuffain Financial Services, LLC | Boston, MA | Jun 1996 - Current | 27 |
| Walter & Shuffain, P.c. | Norwood, MA | Jul 1994 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
MA
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