Craig Anthony Birkelbach
Professional Summary
Craig Anthony Birkelbach is a registered financial advisor currently at BIRKELBACH & CO. located in Ponte Vedra Beach, Florida. Craig is registered as a RR (Registered Representative) and started their career in finance in 1970. Craig has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 1, Series 24, Series 14 and Series 00 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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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
56 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BIRKELBACH & CO.
Contact Information
Main Address
8080 Cypress Hollow Court, Ponte Vedra Beach, FL 32082Mailing Address
8080 Cypress Hollow Court, Ponte Vedra Beach, FL 32082Phone Number
(904) 725-1550Established
Florida since 05/21/1971Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/9/1983)
(5/11/1984)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Sep 1970Series 00 — General Securities Principal Examination
Passed May 1971SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Craig Anthony Birkelbach's CRS (Customer Relationship Summary).
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