Stephen Craffen, financial advisor Oakland NJ

Stephen Craffen

CRD Number: 1853502
Current Firm: Stonegate Wealth Management, LLC
Compensation Model: Fee Only

Stephen Craffen (CRD# 1853502) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has 28 years of experience in the finance industry.

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Company Name Location Dates Years
Stonegate Wealth Management, LLC Oakland, NJ May 2007 - Current 13
Baron Financial Group Fair Lawn, NJ Jan 1993 - May 2007 14

Stephen Craffen has no recent exams reported.
Contact Info for Stephen C. Craffen
Phone Number: 919-654-6898
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $1,103,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NJ, TX

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