CF
Craig Harvey D. Field
ALLUVIAL WEALTH MANAGEMENT
Matthews, NC 28105
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CRD#: 6181342
CF
Professional summary
Craig Harvey Donovan Field is a registered financial advisor currently at ALLUVIAL WEALTH MANAGEMENT located in Matthews, North Carolina.
Craig Harvey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Craig Harvey has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Crump Insurance Agency, Investment-Related, Metairie, LA, Insurance Products, Independent Agent, 08/2019, 2,0, provide clients with access to insurance products. 2) Alluvial Financial Management LLC, acquired by Ryan Geer Field & Rhodes PLLC, not investment-related, Charlotte, NC, accounting firm, Managing Member, 02/2018, 160,160, provide tax and accounting services to individuals and businesses. 3) Telar Information Technology Inc., not investment-related, Charlotte, NC, accounting software, Owner, 03/2014, 3, 0, advise clients on accounting software solutions. 4) Uptown Bean LLC, not investment-related, Charlotte, NC, coffee shop, Partner, 05/2016, 5, 0, monthly accounting and tax filings. 5) Southern Environmental Solutions of the Carolinas, LLC, not investment-related, Charlotte, NC, electronic recycling, CFO, 01/2019, 20, 20, accounting, tax and financial management services. 6) Basson Group Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 11/2016, 0.25, 0, annual tax preparation. 7) Durbanville Real Estate Inc., not investment-related, Charlotte, NC, real estate holding and rental , None-executive Director, 07/2016, 0.25, 0, Annual tax preparation. 8) Aquila Trading, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 9) J4A Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 10/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 10) Namib Investments Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 09/2016, 0.5, 0, annual tax preparation and quarterly accounting services. 11) Atlantic 2 Africa, Inc., not investment-related, Charlotte, NC, import/export, Non-executive Director, 09/2014, 0, 0, none. 12) Coral Island Investments, Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 04/2011, 0.25, 0, annual tax preparation. 13) Let's Prop USA Inc., not investment-related, Charlotte, NC, real estate holding and rental, Non-executive Director, 12/2018, 0.25, 0, annual tax preparation. 14) B2B Solutions Group Inc, not investment-related, Charlotte, NC, non-profit networking group, Non-executive Director, 01/2017, 1, 0, annual tax preparation and monthly accounting services. 15) Joining Hands USA, not investment-related, Charlotte, NC, Non-profit to benefit orphans in Africa, Non-executive Director, 10/2013, 0, 0, none. Additional outside business activities are reported in Item 12, Employment History as well as Form ADV Part 2. 16) Watercare Innovations LLC, Watercare Innovations US LLC, Watercare Worldwide Holdings Inc., Watercare Management Holdings Inc. (the "WaterCare Group"); non-investment related; Ponte Vedra Beach, Florida; water treatment family of companies; Chief Financial Officer; 06/2023; approx. 4 hours per month during trading hours; responsible for managing all aspects of company finances and accounting.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Harvey Donovan Field'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®
NoneExperience
Current
November 5, 2019 - Present
ALLUVIAL WEALTH MANAGEMENT
Office #1: 1234 Mann Drive Suite 100, Matthews, NC 28105RIA
CRD#: 305503
Matthews, NC
Past
May 7, 2013 - December 18, 2018
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
RIA
CRD#: 156177
CHARLOTTE, NC
Past
July 30, 2008 - December 31, 2010
WEALTH DESIGN INTERNATIONAL INC.
RIA
CRD#: 147620
CHARLOTTE, NC
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
North Carolina(11/5/2019)
Current Firm
AW
ALLUVIAL WEALTH MANAGEMENT
ALLUVIAL WEALTH MANAGEMENT | ALLUVIAL WEALTH MANAGEMENT INC.
CRD#: 305503 / SEC#:
North Carolina
Registered Investment Advisory firm - (11/5/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1234 Mann Drive Suite 100, Matthews, NC 28105
Mailing Address
Phone number
(704) 927-1492
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 29 |
| AUM (Assets Under Management) | $ 1,535,216 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
