Craig E. Stearns

FARTHER

Westport, CT 06880

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CRD#: 4484032

Professional summary

Craig Edward Stearns, CFP®, who also goes by Skip Edward Stearns, is a registered financial advisor currently at FARTHER located in Westport, Connecticut.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Craig has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Skip Edward Stearns

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.

Owner, Stearns Wealth Management, LLC; a private entity established to facilitate fixed insurance business; as of 2/01/2023; 30 hrs/month , all during securities trading hours; Conducted at branch; Non-Investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Edward Stearns'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

June 17, 2025 - Present

FARTHER

Office #1: 8 Wright Street 1st Floor, Westport, CT, 06880

RIA

CRD#: 302050

Westport, CT

Past

August 4, 2022 - June 26, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Westport, CT

Past

August 4, 2022 - June 26, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Westport, CT

Past

August 28, 2008 - August 8, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

STAMFORD, CT

Past

July 15, 2008 - August 8, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

STAMFORD, CT

Past

July 12, 2002 - June 10, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SHELTON, CT

Past

June 26, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

SHELTON, CT

Past

June 26, 2002 - June 10, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SHELTON, CT

Past

March 26, 2002 - June 26, 2002

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

STAMFORD, CT

Past

March 21, 2002 - June 26, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Connecticut
(6/17/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/23/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/2002

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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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Advisor Monitoring

Firm Stability Insights

Craig E. Stearns

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 3/23/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2002

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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