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Sole Proprietor, Certified Financial Planner, Chief Compliance Officer · Craig Duvarney, CFP

Craig D. Duvarney

CRD 3192550 · Named on Form ADV at one SEC-registered adviser

At a glance

Craig Duvarney, CFP, an SEC-registered wealth manager with $371 million in regulatory assets, lists Craig D. Duvarney on its Form ADV as Sole Proprietor, Certified Financial Planner, Chief Compliance Officer, a control person.

Firms and roles

  • Craig Duvarney, CFPSole Proprietor, Certified Financial Planner, Chief Compliance OfficerWealth manager · United States · $371M in regulatory assets

AtlasMembers

Craig’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.