Craig Hartnett

BOSTON INVESTMENT ADVISORS LLC

BOSTON, MA 02116

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CRD#: 1572295

Professional summary

Craig Hartnett, CFP® is a registered financial advisor currently at BOSTON INVESTMENT ADVISORS LLC located in Boston, Massachusetts.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Craig has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

MARSHALL WEALTH MANAGEMENT POSITION: Chief Investment Officer NATURE: Wealth Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2020 ADDRESS: 52 Accord Park Drive, Norwell MA 02061, United States DESCRIPTION: Oversee the investment strategies of the Firm

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Hartnett's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 11, 2025 - Present

BOSTON INVESTMENT ADVISORS LLC

Office #1: 198 Tremont Street, Boston, MA 02116

RIA

CRD#: 334361

BOSTON, MA

Past

November 9, 2020 - January 8, 2024

CAPITAL ANALYSTS

RIA

CRD#: 162200

Braintree, MA

Past

November 3, 2020 - January 8, 2024

LINCOLN INVESTMENT

CRD#: 519

Norwell, MA

Past

May 7, 2019 - January 24, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

Braintree, MA

Past

April 25, 2019 - January 24, 2020

LINCOLN INVESTMENT

CRD#: 519

Braintree, MA

Past

July 2, 2007 - December 4, 2014

BNY MELLON SECURITIES CORPORATION

CRD#: 231

BOSTON, MA

Past

March 19, 2007 - July 2, 2007

MELLON FUNDS DISTRIBUTOR, L.P.

CRD#: 39414

BOSTON, MA

Past

April 15, 1987 - March 31, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

October 22, 1986 - January 8, 1987

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/31/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 1/30/2019

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 3/21/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/16/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/4/2019

General Securities Principal Examination

Current Firm

BOSTON INVESTMENT ADVISORS LLC

CRD#: 334361 / SEC#:

Massachusetts

Registered Investment Advisory firm - (3/11/2025 Approved)

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Contact information

Main Address

198 Tremont Street, Boston, MA 02116

Mailing Address

Phone number

(617) 680-4979

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig Hartnett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Hartnett's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL ANALYSTS

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LINCOLN INVESTMENT

BNY MELLON SECURITIES CORPORATION

MELLON FUNDS DISTRIBUTOR, L.P.

E. F. HUTTON & COMPANY INC

FIRST JERSEY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2019

Series 63

Date: 1/31/2008

SIE

Date: 1/30/2019

Series 3

Date: 3/21/2016

Series 7

Date: 3/16/2007

Series 24

Date: 11/4/2019

Current Firm

BOSTON INVESTMENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

BOSTON INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

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