Craig Barry Weiss
Professional Summary
Craig Barry Weiss, who also goes by Craig B Weiss, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Parsippany, New Jersey. Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Craig has worked at 18 firms and has passed the Series 66, Series 63, Series 99TO, Series 79TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Craig B Weiss
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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
33 years in the financial services industry
Current & Past Employments
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Current Firm
AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL
Contact Information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054Phone Number
(973) 575-4180# of Employees
205SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
28,204AUM (Assets Under Management)
$15,127,499,616Similar 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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Primary Firm SEC Registration
AMWELL RIDGE WEALTH MANAGEMENT | VOYAGE WEALTH ARCHITECTS | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP | BAST FINANCIAL GROUP | ARMSTRONG & SINOFF FINANCIAL
State Registrations and Notice Filings
(4/22/2024)
(4/15/2025)
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.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 examSeries 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Craig Barry Weiss's CRS (Customer Relationship Summary).
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