CM
Craig S. Mcfadzean
TURN8 PRIVATE WEALTH
Pointe Claire, H9S 4L2
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CRD#: 6221396
CM
Professional summary
Craig Stuart Mcfadzean is a registered financial advisor currently at TURN8 PRIVATE WEALTH INC. .
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Craig has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Stuart Mcfadzean'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 4, 2013 - Present
TURN8 PRIVATE WEALTH INC.
Office #1: 277 Lakeshore Rd. Suite 2, Pointe Claire, H9S 4L2RIA
CRD#: 167608
Pointe Claire,
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TURN8 PRIVATE WEALTH INC.
TURN8 PARTNERS INC. | TURN8 PRIVATE WEALTH INC.
CRD#: 167608 / SEC#: 801-78315
RIA
Registered Investment Advisory firm - (7/24/2013 Approved)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
Florida(11/4/2013)
IAR
Texas(6/29/2016)
Exams
Current Firm
TP
TURN8 PRIVATE WEALTH INC.
TURN8 PARTNERS INC. | TURN8 PRIVATE WEALTH INC.
CRD#: 167608 / SEC#: 801-78315
RIA
Registered Investment Advisory firm - (7/24/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
277 Lakeshore Rd. Suite 2, Pointe Claire, H9S 4L2
Mailing Address
Phone number
(514) 600-1466
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,219 |
| AUM (Assets Under Management) | $ 283,344,610 |
Red Flags
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