Craig Petrella, financial advisor Steubenville OH
68 score

Craig Petrella

CRD Number: 5629515
Current Firm: Woodbury Financial Services, Inc.

Craig Petrella (CRD# 5629515) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Steubenville, OH and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Stenbenville, OH Apr 2014 - Current 2
Choice Services Inc. Steubenville, OH Jan 2014 - Current 2
Gaslite Inc. Wintersville, OH Nov 2013 - Current 3
C. William Industries Steubenville, OH Apr 2012 - Current 4
Village Sleep Cnt Steubenville, OH Dec 2007 - Current 9
Scf Securities, Inc. Fresno, CA May 2013 - Oct 2013 < 1
Scf Investment Advisors, Inc. Fresno, CA May 2013 - Oct 2013 < 1
Walnut Street Securities, Inc. Steubenville, OH Oct 2009 - May 2013 3
First Investors Canonsburg, PA Nov 2008 - Aug 2009 < 1
Robert Morris Moon, PA Aug 2005 - May 2009 3
Huntington Steubenville, OH May 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Craig W. Petrella
Phone Number: 800-800-2638
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
68

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