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Craig Wolpert, financial advisor Osprey FL

Craig Wolpert

CRD Number: 723634
Current Firm: Thurston Hall Investment Research, LLC

Craig Wolpert (CRD# 723634) is an Investment Advisor Representative working at Thurston Hall Investment Research, LLC in Osprey, FL and has over 30 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Thurston Hall Investment Research, LLC Lakewood Ranch, FL Aug 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Jul 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Craig A. Wolpert
Phone Number: 908-720-0502
Registered State(s):
  • FL
  • NJ
Current Firm Details
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $321,429
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

FL, NJ

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