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Craig Douglas Cloyed

CRD# 49018·Registered 1974 - 2012
Previously Registered: Being a previously registered professional could mean that Craig is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Craig Douglas Cloyed was a registered financial advisor. Craig was a previously registered financial professional and started their career in finance 1974 - 2012. Craig had worked at 8 firms and has passed the Series 63, Series 41, Series 1 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

52 years in the financial services industry

Current & Past Employments

Past

CALVERT INVESTMENT DISTRIBUTORS, INC.Past·CRD# 37527
BD
Bethesda, MD
May 27, 1998 - April 3, 2012
BERGER DISTRIBUTORS LLCPast·CRD# 41436
BD
Denver, CO
January 14, 1997 - February 25, 1998
INVESCO DISTRIBUTORS, INC.Past·CRD# 289
BD
Houston, TX
November 13, 1992 - October 9, 1995
LPL FINANCIAL LLCPast·CRD# 6413
BD
Fort Mill, SC
May 9, 1988 - December 31, 1990
BOETTCHER & COMPANY, INC.Past·CRD# 101
BD
September 7, 1979 - September 9, 1987
AETNA LIFE INSURANCE AND ANNUITY COMPANYPast·CRD# 13256
BD
June 19, 1983 - October 18, 1984
HIMCO DISTRIBUTION SERVICES COMPANYPast·CRD# 6604
BD
June 15, 1974 - June 20, 1976
HARTFORD VARIABLE ANNUITY LIFE LIFE INSURANCE COMPANYPast·CRD# 4291
BD
January 15, 1974 - August 20, 1974

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Current Firm

CI
CALVERT INVESTMENT DISTRIBUTORS, INC.

CALVERT DISTRIBUTORS, INC. | CALVERT INVESTMENTS | CALVERT INVESTMENT DISTRIBUTORS, INC.

CRD#: 37527 / SEC#: 8-47915
BD
Terminated by SEC on 07/25/2017

Contact Information

Established

Delaware since 10/19/1994

Firm Type

Corporation

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
CALVERT INVESTMENTS, INC. ("CI")SHAREHOLDER—
ENDERSON, ROBERT JAMES ALTONPRESIDENT, CHIEF COMPLIANCE OFFICER AND TREASURER1047797
NIEBLER, ANDREW KURTGENERAL COUNSEL, SENIOR VP AND SECRETARY5113452

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1996About the Series 63 exam

Series 41 — NYSE Allied Member Examination

Passed Jun 1983

Series 1 — Registered Representative Examination

Passed Jan 1974

Series 24 — General Securities Principal Examination

Passed Oct 1981About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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