Craig Blum, financial advisor Northfield NJ
96 score

Craig Blum

CRD Number: 3181467
Current Firm: Ubs Financial Services Inc.

Craig Blum (CRD# 3181467) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Northfield, NJ and has over 17 years of experience in the finance industry. Craig Blum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ubs Financial Services Inc. Northfield, NJ Aug 2014 - Current 2
Wells Fargo Advisors LLC Linwood, NJ May 2009 - Aug 2014 5
Wachovia Securities, LLC Cape May Court House, NJ Jan 2008 - May 2009 1
A.g. Edwards Cape May Court House, NJ Jan 1999 - Jan 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
Contact Info for Craig E. Blum
Phone Number: 201-352-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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