Stephen Craffen
CRD Number: 1853502Current Firm: Atlas Fiduciary Financial, 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Fiduciary Financial | Oakland, NJ | Sep 2020 - Current | 3 |
| Stonegate Wealth Management, LLC | Oakland, NJ | May 2007 - Sep 2020 | 13 |
- NJ
-
Total Assets Under Management231MILLIONS
-
Total Number of Accounts535ACCOUNTS
-
Average Account Value$432,220
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, NH, NJ, NY
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