Craig P. Misuradze

AGEWISE FINANCIAL

PALM DESERT, CA 92260

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CRD#: 5071706

Professional summary

Craig Philip Misuradze, who also goes by P. Craig Misuradze, Philip Craig Misuradze, is a registered financial advisor currently at AGEWISE FINANCIAL INC. located in Palm Desert, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Craig has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

P. Craig Misuradze | Philip Craig Misuradze

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 Name of the other business: Simpleretirementbook.com Investment Related?: No Address of other business: Palm Desert, CA Nature of other business: The marketing and sales of my book, audio book, and companion workbook on Amanzon.com and landing page website wholly devoted only to the book, audio book, and companion workbook. Your position: Author Start Date: 3/2/2020 How many hours you devote to the other business per month: 16 How many hours you devote to the other business during securities trading hours: 0 Briefly describe your duties: Advertising/copywriting of my book, audio book, and companion workbook. The Name of the other business: Agewise Financial Investment Related?: Yes Address of other business: Palm Desert, CA Nature of other business: Insurance Your position: President/Insurance Agent Start Date: 12/1999 How many hours you devote to the other business per month: 120 How many hours you devote to the other business during securities trading hours: 120 Briefly describe your duties: Sale of insurance/annuity products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Philip Misuradze'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

November 28, 2023 - Present

AGEWISE FINANCIAL INC.

Office #1: 72960 Fred Waring Drive Suite 20, Palm Desert, CA 92260

RIA

CRD#: 328162

PALM DESERT, CA

Past

January 18, 2012 - November 20, 2023

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

MURRIETA, CA

Past

March 21, 2006 - January 3, 2012

USA WEALTH MANAGEMENT LLC

RIA

CRD#: 122082

HEMET, CA

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

California
(11/28/2023)

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 65

Date: 3/20/2006

Uniform Investment Adviser Law Examination

Current Firm

AGEWISE FINANCIAL INC.

CRD#: 328162 / SEC#:

California

Registered Investment Advisory firm - (11/28/2023 Approved)

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Contact information

Main Address

72960 Fred Waring Drive Suite 20, Palm Desert, CA 92260

Mailing Address

Phone number

(760) 404-0270

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	60
AUM (Assets Under Management)	$ 6,361,149

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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Craig P. Misuradze

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Philip Misuradze's CRS (Customer Relationship Summary).

Certified licenses

Experience

AGEWISE FINANCIAL INC.

HORTER INVESTMENT MANAGEMENT, LLC

USA WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2006

Current Firm

AGEWISE FINANCIAL INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AGEWISE FINANCIAL INC.

TRUST BUT VERIFY

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