Craig Wezenski, financial advisor Orange CT
93 score

Craig Wezenski

CRD Number: 3053532
Current Firm: Willingdon Wealth Management LLC

Craig Wezenski (CRD# 3053532) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Orange, CT and has over 18 years of experience in the finance industry.

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Td Private Client Wealth LLC
Company Name Location Dates Years
Willingdon Wealth Management LLC Huntersville, NC Mar 2016 - Current < 1
Fisher Investments Camas, WA Jun 2014 - Mar 2016 1
Fidelity Investments Greenwich, CT Dec 2006 - Jun 2014 7
H&r Block Financial Advisors,inc. Stratford, CT Apr 1998 - Dec 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Craig M. Wezenski
Phone Number: 704-659-7810
Registered State(s):
  • CT
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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

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