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Craig Panarella

PANARELLA WEALTH MANAGEMENT LLC
Hartford, CT 06103
Some features on this profile are disabled
CRD#: 5493973
CP

Professional summary

Craig Panarella, who also goes by Craig D Panarella, is a registered financial advisor currently at PANARELLA WEALTH MANAGEMENT LLC located in Hartford, Connecticut.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Craig has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Craig D Panarella

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 Craig Panarella'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

June 29, 2012 - Present

PANARELLA WEALTH MANAGEMENT LLC

Office #1: 750 Main Street, Suite 1300, Hartford, CT 06103
RIA
CRD#: 164181
Hartford, CT
Past

June 3, 2009 - June 29, 2012

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

May 28, 2009 - June 29, 2012

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
SOUTHINGTON, CT
Past

April 21, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HARTFORD, CT
Past

April 7, 2008 - May 13, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
HARTFORD, CT

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
(6/29/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/18/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2008
General Securities Representative Examination

Current Firm

PW
PANARELLA WEALTH MANAGEMENT LLC
PANARELLA WEALTH MANAGEMENT LLC | THE PANARELLA GROUP LLC | THE PANARELLA GROUP

CRD#: 164181 / SEC#:

Connecticut
Registered Investment Advisory firm - (6/29/2012 Approved)
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Contact information

Main Address
750 Main Street, Suite 1300, Hartford, CT 06103
Mailing Address
Phone number
(860) 263-7533
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts156
AUM (Assets Under Management)$ 43,592,661

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

PANARELLA WEALTH MANAGEMENT LLC

CRD#: 164181Hartford, CT 06103

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