Craig E. Columbus

COLUMBUS MACRO

NEW CASTLE, PA

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CRD#: 2523602

Professional summary

Craig Edward Columbus is a registered financial advisor currently at COLUMBUS MACRO, LLC located in New Castle, Pennsylvania.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Craig has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Edward Columbus's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 30, 2017 - Present

COLUMBUS MACRO, LLC

RIA

CRD#: 286374

NEW CASTLE, PA

Past

June 9, 2015 - July 7, 2017

CETERA INVESTMENT MANAGEMENT LLC

RIA

CRD#: 165436

SCOTTSDALE, AZ

Past

January 1, 2007 - November 2, 2015

FIRST ALLIED ASSET MANAGEMENT, INC.

RIA

CRD#: 140292

SCOTTSDALE, AZ

Past

October 2, 2006 - December 31, 2006

FIRST ALLIED ASSET MANAGEMENT, INC.

RIA

CRD#: 140292

SCOTTSDALE, AZ

Past

August 14, 2006 - December 7, 2006

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

SCOTTSDALE, AZ

Past

January 11, 2005 - February 25, 2005

PINNACLE INVESTMENT ADVISORS, LLC

RIA

CRD#: 116510

SCOTTSDALE, AZ

Past

October 4, 2004 - October 24, 2008

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 131563

SCOTTSDALE, AZ

Past

August 5, 1994 - November 2, 1994

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBUS MACRO, LLC

CRD#: 286374 / SEC#: 801-110635

RIA

Registered Investment Advisory firm - (6/19/2017 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/30/2017)

IAR

Pennsylvania
(8/5/2019)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/29/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/4/1994

General Securities Representative Examination

Current Firm

COLUMBUS MACRO, LLC

CRD#: 286374 / SEC#: 801-110635

RIA

Registered Investment Advisory firm - (6/19/2017 Approved)

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Contact information

Main Address

New Castle, PA

Mailing Address

Phone number

(724) 761-2510

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A 20250228 COLUMBUS MACRO, LLC (2/28/2025)

Regulatory assets under management

Total Number of Accounts	4,516
AUM (Assets Under Management)	$ 777,327,162

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.

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Firm Stability Insights

Craig E. Columbus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Edward Columbus's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT MANAGEMENT LLC

FIRST ALLIED ASSET MANAGEMENT, INC.

FIRST ALLIED ASSET MANAGEMENT, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

PINNACLE INVESTMENT ADVISORS, LLC

GREENBOOK INVESTMENT MANAGEMENT, INC.

KIDDER, PEABODY & CO. INCORPORATED

Primary Firm SEC Registration

COLUMBUS MACRO, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/29/2004

Series 63

Date: 8/11/1994

Series 7

Date: 8/4/1994

Current Firm

COLUMBUS MACRO, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBUS MACRO, LLC

TRUST BUT VERIFY

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