Craig R. Mcwilliams

FOURSTAR WEALTH ADVISORS

Chicago, IL 60602

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CRD#: 1622179

Professional summary

Craig Robert Mcwilliams is a registered financial advisor currently at FOURSTAR WEALTH ADVISORS, LLC located in Chicago, Illinois.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Craig has worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 7 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.

Insurance Broker at Highland Capital Brokerage Adviser; I am the manager of a hedge fund management company, HLD Hedge Funds LLC, an Delaware company, as well as the portfolio manager of HLD Fund 1 LLC, a Delaware company. I am appointed to Pacific Life Insurance Company. I do not actively pursue life insurance or annuity sales, but may, on occasion, place such contracts where licensing and regulations allow. I am paid to write automated trading code for an individual day trader.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

April 20, 2021 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 1 N. Lasalle Street Suite 2225, Chicago, IL 60602

RIA

CRD#: 169613

Chicago, IL

Past

April 23, 2018 - December 31, 2018

GREAT POINT ADVISORS LLC

RIA

CRD#: 164554

CHICAGO, IL

Past

March 12, 2018 - December 31, 2020

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

November 15, 2017 - March 21, 2018

CORINTHIAN PARTNERS, L.L.C.

CRD#: 38912

NEW YORK, NY

Past

February 22, 2017 - September 15, 2017

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

CHICAGO, IL

Past

May 18, 2016 - September 15, 2017

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CHICAGO, IL

Past

November 2, 2015 - April 8, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SKOKIE, IL

Past

June 25, 1992 - March 20, 1993

HARRIS ASSOCIATES SECURITIES L.P.

CRD#: 6959

Past

March 20, 1992 - September 25, 1992

EURO-ATLANTIC SECURITIES INC.

CRD#: 21367

Past

December 19, 1989 - February 20, 1990

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

Past

April 21, 1989 - April 2, 1990

BOUCHER, OEHMKE & COMPANY

CRD#: 17470

Past

February 23, 1989 - April 27, 1989

VANDERBILT SECURITIES, INC.

CRD#: 14280

Past

September 14, 1988 - February 27, 1989

POWER SECURITIES CORPORATION

CRD#: 15527

Past

May 21, 1987 - September 19, 1988

BLINDER, ROBINSON & CO., INC.

CRD#: 5096

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(4/20/2021)

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 65

Date: 4/30/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/17/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/14/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2015

General Securities Representative Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Craig R. Mcwilliams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GREAT POINT ADVISORS LLC

GREAT POINT CAPITAL LLC

CORINTHIAN PARTNERS, L.L.C.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

HARRIS ASSOCIATES SECURITIES L.P.

EURO-ATLANTIC SECURITIES INC.

TITAN/VALUE EQUITIES GROUP, INC.

BOUCHER, OEHMKE & COMPANY

VANDERBILT SECURITIES, INC.

POWER SECURITIES CORPORATION

BLINDER, ROBINSON & CO., INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2021

Series 63

Date: 10/17/2015

Series 7TO

Date: 1/14/2024

SIE

Date: 10/1/2018

Series 7

Date: 11/2/2015

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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