CP
Craig A. Petrassi
KESTRA PRIVATE WEALTH SERVICES
Montclair, NJ 07042
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CRD#: 2731212
CP
Professional summary
Craig Alan Petrassi is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Montclair, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Montclair, New Jersey.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Craig has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 55, 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.
Name: EVOKE WEALTH MANAGEMENT POSITION: Founder/Portfolio Manager NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 08/16/2021 ADDRESS: 363 Bloomfield Ave, Suite 3A, Montclair NJ 07042, DESCRIPTION: Managing Member Name: GCL 324 LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 12/04/2020 ADDRESS: 22 Candle Lane, East Brunswick NJ 08816 DESCRIPTION: Investor - Member Name: NOEMCS LLC POSITION: Managing Member NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/08/2016 ADDRESS: 230, Connecticut Street, Westfield NJ 07090 DESCRIPTION: Investor Name: GRAND CASCADES LODGE CONDO ASSOCIATION POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 08/17/2009 ADDRESS: 3 Wild Turkey Way, Hamburg NJ 07419 DESCRIPTION: President of the board overseeing the condo association Name: MUGGA, LLC POSITION: member/partner NATURE: non client related personal investments INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 3 START DATE: 06/26/2024 ADDRESS: 1740 Dell Range Blvd, Ste H # 502, Cheyenne WY 82009 DESCRIPTION: making investments Name: CAP WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corp entity where fees earned are earmarked for corporate purposes INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 08/16/2021 ADDRESS: 230 Connecticut Street, Westfield NJ 07090, United States DESCRIPTION: S-Corp entity where fees earned are earmarked for corporate purposes
CRS (Client Relationship Summary) - RIA
Click below to view Craig Alan Petrassi'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
September 13, 2021 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 363 Bloomfield Ave Ste 3a, Montclair, NJ 07042RIA
CRD#: 155193
Montclair, NJ
Current
October 5, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 695 Bloomfield Avenue Suite 3, Montclair, NJ 07042BD
CRD#: 42046
Montclair, NJ
Past
March 19, 2009 - May 13, 2016
REVERE SECURITIES LLC
BD
CRD#: 14178
BOCA RATON, FL
Past
March 26, 2002 - March 24, 2009
JESUP & LAMONT SECURITIES CORP
BD
CRD#: 39056
NEW YORK, NY
Past
April 12, 1996 - April 25, 2002
KC MAY SECURITIES CORP.
BD
CRD#: 17833
NEW YORK, NY
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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.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(10/16/2025)
RR
Florida(1/4/2024)
IAR
Florida(8/22/2025)
RR
Michigan(7/14/2025)
IAR
New Jersey(9/13/2021)
RR
New Jersey(5/24/2022)
RR
New York(1/4/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/3/2002
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
