Stephen Mark Kiront
Professional Summary
Stephen Mark Kiront is a registered financial advisor currently at CRAFT WEALTH MANAGEMENT LLC located in Garden City, New York and CRAFT CAPITAL MANAGEMENT LLC located in Garden City, New York. Stephen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Stephen has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
CRAFT WEALTH MANAGEMENT LLC
Contact Information
Main Address
377 Oak Street Lower Concourse, Garden City, NY 11530Phone Number
(516) 833-1325# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
67AUM (Assets Under Management)
$10,687,669Similar Advisors
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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.
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State Registrations and Notice Filings
(4/15/2015)
(7/8/2015)
(7/29/2016)
(3/24/2016)
(9/21/2022)
(4/23/2019)
(1/14/2016)
(7/20/2016)
(4/9/2015)
(10/26/2021)
(5/5/2015)
(6/1/2015)
(8/14/2015)
(8/26/2016)
(5/7/2015)
(4/16/2015)
(4/13/2015)
(3/3/2025)
(9/6/2016)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Mark Kiront's CRS (Customer Relationship Summary).
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