William J. Lodico

CRAFT CAPITAL MANAGEMENT LLC

Tinton Falls, NJ 07724

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CRD#: 6096241

Professional summary

William Joseph Lodico, who also goes by Billy Lodico, William Joseph Lodico III, William Joseph Lodico, is a registered financial professional currently at CRAFT CAPITAL MANAGEMENT LLC located in Tinton Falls, New Jersey.

William is registered as a RR (Registered Representative) and started their career in finance in 2015. William has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Billy Lodico | William Joseph Lodico Iii | William Joseph Lodico

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 William Joseph Lodico's CRS (Customer Relationship Summary).

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

February 28, 2024 - Present

CRAFT CAPITAL MANAGEMENT LLC

Office #1: 44 Apple Street Suite 9, Room G-28, Tinton Falls, NJ 07724

CRD#: 171350

Tinton Falls, NJ

Past

October 1, 2023 - February 28, 2024

ALEXANDER CAPITAL, L.P.

CRD#: 40077

RED BANK, NJ

Past

August 16, 2017 - December 14, 2022

SPARTAN CAPITAL SECURITIES, LLC

CRD#: 146251

NEW YORK, NY

Past

January 5, 2017 - September 7, 2017

WORDEN CAPITAL MANAGEMENT LLC

CRD#: 148366

New York, NY

Past

June 28, 2016 - December 1, 2016

GARDEN STATE SECURITIES, INC.

CRD#: 10083

New York, NY

Past

January 6, 2016 - June 3, 2016

CHELSEA FINANCIAL SERVICES

CRD#: 47770

STATEN ISLAND, NY

Past

September 28, 2015 - October 28, 2015

REID & RUDIGER LLC

CRD#: 47263

NEW YORK, NY

Past

March 11, 2015 - June 25, 2015

ALEXANDER CAPITAL, L.P.

CRD#: 40077

RED BANK, NJ

Past

January 22, 2015 - March 16, 2015

REID & RUDIGER LLC

CRD#: 47263

NEW YORK, NY

State Registrations and Notice Filings

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

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

Alabama
(8/25/2025)

Arizona
(3/12/2024)

California
(2/29/2024)

Colorado
(3/1/2024)

Florida
(2/29/2024)

Georgia
(3/1/2024)

Indiana
(3/1/2024)

Iowa
(3/1/2024)

Kansas
(2/29/2024)

Nebraska
(2/29/2024)

New Jersey
(2/29/2024)

New York
(2/29/2024)

Ohio
(2/28/2024)

Pennsylvania
(8/27/2025)

Texas
(2/29/2024)

Utah
(3/4/2024)

Virginia
(3/11/2024)

Washington
(3/1/2024)

Exams

State Security Law Exam

Series 63

Date: 1/5/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2014

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CRAFT CAPITAL MANAGEMENT LLC

CRD#: 171350 / SEC#: , 8-69455

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530

Mailing Address

377 Oak Street Lower Concourse Ste C2, Garden City, NY 11530

Phone number

(516) 833-1325

Established

New York since 10/15/2013

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
CRAFT ASSET HOLDINGS LLC	MANAGING MEMBER
FURST, RONALD ALLAN	CCO/ROP	1007934
KIRONT, BARRY MICHAEL	CEO	2281871
KIRONT, STEPHEN MARK	EVP/COO	2009609
RYAN, KIMBERLY ANN	FINOP	4316310

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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William J. Lodico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view William Joseph Lodico's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER CAPITAL, L.P.

SPARTAN CAPITAL SECURITIES, LLC

WORDEN CAPITAL MANAGEMENT LLC

GARDEN STATE SECURITIES, INC.

CHELSEA FINANCIAL SERVICES

REID & RUDIGER LLC

ALEXANDER CAPITAL, L.P.

REID & RUDIGER LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/5/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2014

FINRA

Current Firm

CRAFT CAPITAL MANAGEMENT LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

CRAFT CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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