Craig Columbus (CRD# 2523602) is an Investment Advisor Representative working at Columbus Macro, LLC in Neshannock, PA and has over 29 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4776883
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbus Macro, LLC | New Castle, PA | Aug 2019 - Current | 4 |
| Boenning & Scattergood Advisors LLC | West Conshocken, PA | Apr 2021 - Apr 2022 | 1 |
| Columbus Macro, LLC | Scottsdale, AZ | Jul 2017 - Jul 2019 | 2 |
| Tower Square Investment Management LLC | El Segundo, CA | Jun 2015 - Jun 2017 | 2 |
| First Allied Asset Management | Scottsdale, AZ | Nov 2010 - Dec 2015 | 5 |
| Cetera Investment Management LLC | Scottsdale, AZ | Jun 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- AZ
- PA
-
Total Assets Under Management277MILLIONS
-
Total Number of Accounts832ACCOUNTS
-
Average Account Value$333,285
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, FL, PA, SC
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.