Chief Compliance Officer · Heritage Investors Management Corp
Craig L Lukin
CRD 2033282 · Named on Form ADV at one SEC-registered adviser
At a glance
Heritage Investors Management Corp, an SEC-registered wealth manager based in Bethesda, MD with $4.6 billion in regulatory assets, lists Craig L Lukin on its Form ADV as Chief Compliance Officer.
Firms and roles
- Heritage Investors Management CorpChief Compliance OfficerWealth manager · Bethesda, MD · $4.6B 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
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- 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.
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Craig’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
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- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
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- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Michael S. CornfeldPresident, Heritage Investors Management Corp
- Derek R. StoneSenior Vice President, Heritage Investors Management Corp
- Kenneth J. LongExecutive Vice President, Heritage Investors Management Corp
- Andrew M. SchenkerChief Investment Officer, Heritage Investors Management Corp
- Janet L. CornfeldTrustee of Cornfeld Family 2012 Trust, Heritage Investors Management Corp
1 more person named with Craig on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething 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.