Craig B. 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 Albany, New York.
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, Series 52TO, SIE, Series 7, Series 10, Series 14, Series 9, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Barry Weiss's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 22, 2024 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054April 15, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 80 State Street, Albany, NY 12207Office #2: 300 Kimball Drive Suite 310, Parsippany, NJ 07054Office #3: 514 Fullerton Avenue, Whitehall, PA 18052Office #4: 3715 Northside Parkway Building 300, Suite 700, Atlanta, GA 30327Office #5: 25 Burlington Mall Rd #330, Burlington, MA 01803Office #6: 56 Main Street Suite 2e, Flemington, NJ 08822Office #7: 5718 Westheimer Road Suite 765, Houston, TX 77057April 15, 2024 - April 15, 2025
LPL FINANCIAL LLC
December 21, 2018 - April 12, 2024
SUMMIT FINANCIAL, LLC
November 1, 2018 - April 12, 2024
LS SECURITIES, LLC
July 7, 2017 - September 27, 2018
SUMMIT FINANCIAL RESOURCES INC
June 30, 2017 - December 21, 2018
SUMMIT EQUITIES, INC.
June 30, 2017 - December 31, 2018
SUMMIT EQUITIES, INC.
September 1, 2016 - July 24, 2017
SEELAUS ASSET MANAGEMENT, LLC
August 30, 2016 - July 24, 2017
R. SEELAUS & CO., LLC
July 1, 2016 - September 15, 2016
MSI FINANCIAL SERVICES, INC.
June 30, 2016 - September 15, 2016
MSI FINANCIAL SERVICES, INC.
July 22, 2014 - June 14, 2016
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
July 21, 2014 - June 14, 2016
APW CAPITAL, INC.
October 24, 2013 - July 9, 2014
BELLE HAVEN INVESTMENTS, L.P.
December 12, 2012 - July 31, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - July 31, 2013
J.P. MORGAN SECURITIES LLC
September 20, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
May 12, 2009 - September 14, 2012
ETICO PARTNERS, LLC
March 10, 1995 - February 19, 2009
J. B. HANAUER & CO.
July 2, 1993 - January 11, 1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/22/2024)
(4/15/2025)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
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.
