Craig Pfeiffer (CRD# 730623) is an Investment Advisor Representative working at Riskbridge Advisors, LLC in Huntington, NY and has over 27 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Riskbridge Advisors, LLC | New Canaan, CT | Jul 2020 - Current | 3 |
Corsair Capital | New York, NY | Apr 2018 - Current | 6 |
Westfield Insurance, Ohio Farmers Insurance Company | Westfield Center, OH | May 2016 - Current | 7 |
Money Management Institute | New York, NY | May 2015 - Current | 8 |
Advisors Ahead, LLC | Huntington, NY | Jan 2012 - Current | 12 |
Hohting Group, LLC | Huntington, NY | Jan 2012 - Current | 12 |
Fieldpoint Private Securities LLC | Greenwich, CT | Sep 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1996 |
S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CT
-
Total Assets Under Management633MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$13,468,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, CT, DE, FL, GA, MT, ND, NY, OR, TX
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