Craig Cornwell, financial advisor Saratoga Springs NY

Craig Cornwell

CRD Number: 5084485
Current Firm: Raymond James Financial Services Advisors, Inc.

Craig Cornwell (CRD# 5084485) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saratoga Springs, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Saratoga Springs, NY Sep 2022 - Current < 1
Raymond James Financial Services Advisors, Inc. Saratoga Springs, NY Sep 2022 - Current < 1
Aurora Wealth Advisory Saratoga Springs, NY Sep 2022 - Current < 1
Cantella & Company, Inc. Malden, MA Oct 2019 - Sep 2022 2
The Ayco Company, L.p./mercer Allied Latham, NY Aug 2005 - Oct 2019 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Craig G. Cornwell
Phone Number: 727-567-3020
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    245,249
    MILLIONS
  • Total Number of Accounts
    932,793
    ACCOUNTS
  • Average Account Value
    $262,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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