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CW

Craig J. Wilson

CENTERVIEW PARTNERS LLC
Menlo Park, CA 94025
Some features on this profile are disabled
CRD#: 5990171
CW

Professional summary

Craig Joseph Wilson, who also goes by Craig Joseph Wilson, Craig J Wilson, is a registered financial professional currently at CENTERVIEW PARTNERS LLC located in Menlo Park, California.

Craig is registered as a RR (Registered Representative) and started their career in finance in 2011. Craig has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 56 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Craig Joseph Wilson | Craig J Wilson

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) - BD

Click below to view Craig Joseph Wilson'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

May 19, 2022 - Present

CENTERVIEW PARTNERS LLC

Office #1: 1302 El Camino Real Suite 350, Menlo Park, CA 94025
BD
CRD#: 133796
Menlo Park, CA
Past

August 5, 2021 - April 19, 2022

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
San Francisco, CA
Past

August 24, 2017 - June 30, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
HOUSTON, TX
Past

November 3, 2011 - May 5, 2015

BELVEDERE TRADING LLC

BD
CRD#: 132605
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/21/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 6/21/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/4/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/24/2017
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 56
Date: 11/2/2011
Proprietary Trader Qualification Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CENTERVIEW PARTNERS LLC
CENTERVIEW PARTNERS LLC | PRUZAN & CO., LLC

CRD#: 133796 / SEC#: , 8-66774

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
31 West 52nd Street 22nd Floor, New York, NY 10019
Mailing Address
31 West 52nd Street 22nd Floor, New York, NY 10019
Phone number
(212) 380-2650
Established
Delaware since 02/25/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
CENTERVIEW PARTNERS ADVISORY HOLDINGS LLCMANAGING MEMBER
EFFRON, BLAIR WAYNEPARTNER1532642
HARTMAN, ALAN PHILIPPARTNER2595280
KOSOWSKY, AMANDA LENORECHIEF COMPLIANCE OFFICER6639399
PRUZAN, ROBERT ALANPARTNER2018542
ROBINSON, MARK JASONPARTNER2394581
VICARI, JEANNEFINOP & CHIEF FINANCIAL OFFICER1975263

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

CENTERVIEW PARTNERS LLC

CRD#: 133796Menlo Park, CA 94025

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