SK
Stephen M. Kiront
CRAFT WEALTH MANAGEMENT LLC
Garden City, NY 11530
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CRD#: 2009609
SK
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.
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.
1. JOBAST HOLDING INC.; NOT INVESTMENT RELATED; 9 SEWARD DRIVE DIX HILLS, NY 11746, GARDEN CITY, NY 11530; ADMINISTRATIVE - BILL PAYING ENTITY; PRESIDENT, CO-OWNER; START DATE 04/1997; DEVOTES PARTIAL DUTIES INCLUDE ACCOUNTS PAYABLE & RECEIVABLES AND ADMINISTRATIVE. 2. CRAFT CAPITAL MANAGEMENT, LLC;INVESTMENT RELATED; 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS CHIEF OPERATING OFFICER; IN CHARGE OF OVERSEEING AND MANAGINGCOMPLIANCE ISSUES WITHIN THE FIRM; START DATE 03/2015; DEVOTES APPROX 160 HOURS A MONTH. 3. CRAFT ASSET HOLDINGS, LLC; BILL PAYING ENTITY (NOTINVESTMENT RELATED); 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; TITLE IS MANAGING MEMBER; IN CHARGE OF DAY-TO-DAY MANAGEMENT OF FIRM;START DATE 10/2013; DEVOTES APPROX 10 HOURS A MONTH. 4. INDEPENDENT INSURANCE AGENT, 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; OFFERSPRODUCTS THROUGH NATIONWIDE, GENWORTH AND AMERICAN GENERAL, PRINCIPAL AND OTHERS; START DATE 10/10/16; DEVOTES APPROXIMATELY 2 HOURS AMONTH. 5. ADVANCED CAPITAL MANAGEMENT LLC, 377 OAK STREET, LOWER CONCOURSE, GARDEN CITY, NY 11530; INVESTMENT HOLDING COMPANY, INVESTMENT RELATED;MEMBER, NO DAY TO DAY DUTIES;06/26/2019, 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Mark Kiront'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®
NoneExperience
Current
October 26, 2021 - Present
CRAFT WEALTH MANAGEMENT LLC
Office #1: 377 Oak Street Lower Concourse, Garden City, NY 11530RIA
CRD#: 170395
Garden City, NY
Current
March 19, 2015 - Present
CRAFT CAPITAL MANAGEMENT LLC
Office #1: 377 Oak Street, Lower Concourse Ste C2, Garden City, NY 11530Office #2: 575 Fifth Avenue Suite 15-127, New York, NY 10017BD
CRD#: 171350
Garden City, NY
Past
October 13, 2016 - June 29, 2020
CRAFT WEALTH MANAGEMENT LLC
RIA
CRD#: 170395
GARDEN CITY, NY
Past
January 21, 2009 - March 31, 2015
WOODSTOCK FINANCIAL GROUP, INC.
RIA
CRD#: 38095
GARDEN CITY, NY
Past
April 27, 2000 - March 31, 2015
WOODSTOCK FINANCIAL GROUP, INC.
BD
CRD#: 38095
GARDEN CITY, NY
Past
March 2, 1998 - March 20, 1998
FAIRCHILD FINANCIAL GROUP, INC.
BD
CRD#: 21404
NEW YORK, NY
Past
August 11, 1994 - December 23, 1997
MONROE PARKER SECURITIES, INC.
BD
CRD#: 31204
PURCHASE, NY
Past
January 20, 1993 - August 8, 1994
BILTMORE SECURITIES, INC.
BD
CRD#: 25023
FT. LAUDERDALE, FL
Past
November 21, 1989 - January 20, 1993
STRATTON OAKMONT INC.
BD
CRD#: 18692
LAKE SUCCESS, NY
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(4/15/2015)
RR
Florida(7/8/2015)
RR
Georgia(7/29/2016)
RR
Iowa(3/24/2016)
RR
Maryland(9/21/2022)
RR
Michigan(4/23/2019)
RR
Minnesota(1/14/2016)
RR
Nevada(7/20/2016)
RR
New York(4/9/2015)
IAR
New York(10/26/2021)
RR
North Carolina(5/5/2015)
RR
Oklahoma(6/1/2015)
RR
Pennsylvania(8/14/2015)
RR
South Carolina(8/26/2016)
RR
South Dakota(5/7/2015)
RR
Texas(4/16/2015)
RR
Utah(4/13/2015)
RR
Washington(3/3/2025)
RR
Wisconsin(9/6/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CRAFT WEALTH MANAGEMENT LLC
CRAFT WEALTH MANAGEMENT LLC
CRD#: 170395 / SEC#: 801-86170
RIA
Registered Investment Advisory firm - (6/29/2020 Terminated)Louisiana
Registered Investment Advisory firm - (5/10/2022 Approved)New York
Registered Investment Advisory firm - (6/8/2020 Approved)Ohio
Registered Investment Advisory firm - (8/23/2016 Terminated)Oklahoma
Registered Investment Advisory firm - (6/29/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
377 Oak Street Lower Concourse, Garden City, NY 11530
Mailing Address
Phone number
(516) 833-1325
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 9,180,514 |
Red Flags
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