Craig Hess, financial advisor Cos Cob CT

Craig Hess

CRD Number: 2208936
Current Firm: Corhaven Technologies LLC

Craig Hess (CRD# 2208936) is an Investment Advisor Representative working at Corhaven Technologies LLC in Cos Cob, CT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Corhaven Technologies LLC Lake Bluff, IL Nov 2017 - Current 6
Maxex LLC Greenwich, CT Jul 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination May 2018
Contact Info for Craig C. Hess
Phone Number: 925-705-5170
Firm Website: https://corhavenllc.com
Registered State(s):
  • CA
Current Firm Details
Corhaven Technologies LLC
Firm's CRD Number: 291053
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $575,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, IL

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