Elizabeth Kim Craig
Professional Summary
Elizabeth Kim Craig, who also goes by Elizabeth Kim Buckner, is a registered financial advisor currently at MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York. Elizabeth is registered as a RR (Registered Representative) and started their career in finance in 2010. Elizabeth has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Elizabeth Kim Buckner
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Contact Information
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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.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
FIDUCIARY BROKER SERVICES, INC. | MANNING & NAPIER INVESTOR SERVICES, INC. | MANNING & NAPIER CAPITAL ADVISORS
Contact Information
Main Address
290 Woodcliff Drive, Fairport, NY 14450Mailing Address
290 Woodcliff Drive, Fairport, NY 14450Phone Number
(585) 325-6880Established
New York since 03/21/1990Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| MANNING & NAPIER GROUP, LLC | OWNER | — |
| CRAIG, ELIZABETH KIM | DIRECTOR | 5726029 |
| CRAIG, ELIZABETH KIM | CORPORATE SECRETARY | 5726029 |
| LAREW, SAMANTHA MARIE | CHIEF COMPLIANCE OFFICER | 4928353 |
| LINDENMUTH, VALERIE MAY | DIRECTOR | 4572179 |
| MORABITO, SCOTT JAMES | PRINCIPAL OPERATIONS OFFICER | 6838712 |
| MORABITO, SCOTT JAMES | PRESIDENT/ DIRECTOR | 6838712 |
| SERRA, CARL ANTHONY III | PRINCIPAL FINANCIAL OFFICER | 3179039 |
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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
(1/11/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 2010About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2010About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Elizabeth Kim Craig's CRS (Customer Relationship Summary).
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