Debora A. Craig

CRYSTAL COAST WEALTH ADVISORS LLC | Branch Manager

RAPID CITY, MI

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CRD#: 4139543

Professional summary

Debora Ann Craig, CFP®, who also goes by Debbie Craig, Deborah A Zeldam, is a registered financial advisor currently at CRYSTAL COAST WEALTH ADVISORS LLC located in Rapid City, Michigan and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Debora is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Debora has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Small Business Planning

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Retirement Income Management

Estate Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Debbie Craig | Deborah A Zeldam

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 Debora Ann Craig'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®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

July 2, 2025 - Present

CRYSTAL COAST WEALTH ADVISORS LLC

RIA

CRD#: 336337

RAPID CITY, MI

Current

July 3, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

January 26, 2024 - April 29, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

WALTHAM, MA

Past

January 26, 2024 - April 29, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

September 23, 2010 - February 7, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TRAVERSE CITY, MI

Past

February 6, 2009 - February 7, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TRAVERSE CITY, MI

Past

October 14, 2004 - February 26, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

TRAVERSE CITY, MI

Past

April 18, 2000 - October 18, 2004

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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.

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

Florida
(10/23/2025)

IAR

Michigan
(7/2/2025)

Michigan
(8/7/2025)

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

State Security Law Exam

IAR

Series 65

Date: 1/31/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/19/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/17/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/17/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 4/17/2009

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

CRYSTAL COAST WEALTH ADVISORS LLC

CRD#: 336337 / SEC#:

Michigan

Registered Investment Advisory firm - (7/2/2025 Approved)

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Contact information

Main Address

Rapid City, MI

Mailing Address

Phone number

(231) 360-0706

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Debora A. Craig

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debora Ann Craig's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

CITIGROUP GLOBAL MARKETS INC.

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2005

Series 63

Date: 4/19/2000

SIE

Date: 10/1/2018

Series 7

Date: 4/17/2000

Series 10

Date: 4/17/2009

Series 9

Date: 4/17/2009

FINRA

Current Firm

CRYSTAL COAST WEALTH ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

CRYSTAL COAST WEALTH ADVISORS LLC

TRUST BUT VERIFY

Contact information

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