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Craig M. Bartoshevich

SAYBRUS EQUITY SERVICES
SAINT MICHAEL, MN
Some features on this profile are disabled
CRD#: 2963720
CB

Professional summary


Craig Matthew Bartoshevich, who also goes by Craig Matthew Nartoshevich, is a registered financial professional currently at SAYBRUS EQUITY SERVICES, LLC located in Saint Michael, Minnesota.

Craig is registered as a RR (Registered Representative) and started their career in finance in 1998. Craig has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Craig Matthew Nartoshevich

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) - BD


Click below to view Craig Matthew Bartoshevich'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®
None

Experience


Current

July 5, 2023 - Present

SAYBRUS EQUITY SERVICES, LLC

BD
CRD#: 153319
SAINT MICHAEL, MN
Past

April 1, 2020 - July 5, 2023

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC

BD
CRD#: 21570
SHELTON, CT
Past

August 2, 2019 - April 1, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 9, 2018 - September 20, 2018

P.J. ROBB VARIABLE, LLC

BD
CRD#: 38339
FARMINGTON, CT
Past

September 27, 2017 - December 4, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
BRANFORD, CT
Past

July 3, 2017 - December 4, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
BRANFORD, CT
Past

August 4, 2010 - March 31, 2017

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

February 4, 2009 - April 27, 2009

AXCELUS FINANCIAL DISTRIBUTION COMPANY

BD
CRD#: 38383
HARTFORD, CT
Past

June 5, 2001 - February 4, 2009

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

July 11, 2000 - June 5, 2001

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

December 17, 1999 - July 13, 2000

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

January 12, 1998 - April 1, 1999

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Connecticut
(7/5/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/17/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SE
SAYBRUS EQUITY SERVICES, LLC
SAYBRUS EQUITY SERVICES, INC | SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319 / SEC#: , 8-68521

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
One American Row, Hartford, CT 06102-5056
Mailing Address
P.o. Box 5056, Hartford, CT 06102-5056
Phone number
(860) 403-3100
Established
Delaware since 10/01/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
SAYBRUS HOLDINGS, LLCPARENT COMPANY
ALI, AZIZVICE PRESIDENT5030560
CASSIDY, EDWARD WILLIAM JREXEC. VP / INTERNAL DIRECTOR1606787
COSTENBADER, WALTER RUSSELLFINOP1828345
HALPERIN, JEFFREY PAULINTERNAL DIRECTOR2899327
LOWE, MOIRA CRONANPRESIDENT / CEO / INTERNAL DIRECTOR4076427
MOORE, GIDEON CLOYESCHIEF LEGAL OFFICER7011735
SADOWSKI, ADAM MARKASSISTANT VICE PRESIDENT4578505
SIINO, KATHERINE MARYAVP & CHIEF COMPLIANCE OFFICER1666402
TOMKO, CHRISTINECFO, PFO, POO6989991
VIETRI, MICHAEL JOSEPHINTERNAL DIRECTOR1068983

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.

Company Information


SAYBRUS EQUITY SERVICES, LLC

CRD#: 153319Saint Michael, MN

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