Craig Warner, financial advisor Tonawanda NY

Craig Warner

CRD Number: 5611298
Current Firm: Advice And Planning Services

Craig Warner (CRD# 5611298) is an Investment Advisor Representative working at Advice And Planning Services in Tonawanda, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Tonawanda, NY May 2019 - Current 4
Tiaa-cref Individual & Institutional Services, LLC Tonawanda, NY May 2019 - Current 4
M&t Securities Buffalo, NY Jun 2015 - May 2019 3
Axa Advisors, LLC New York, NY Apr 2009 - Jun 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Craig N. Warner
Phone Number: 212-490-9000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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