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Craig Aaron Slaubaugh

Craig A. Slaubaugh

Some features on this profile are disabled
CRD#: 6249858
Craig Aaron Slaubaugh

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Craig Aaron Slaubaugh, CFP® was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 2013. Craig had worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Past

June 4, 2024 - January 10, 2025

THE COURY FIRM

RIA
CRD#: 289145
PITTSBURGH, PA
Past

June 21, 2021 - August 2, 2023

WALDRON PRIVATE WEALTH

RIA
CRD#: 131063
BRIDGEVILLE, PA
Past

July 12, 2018 - May 17, 2021

HBKS WEALTH ADVISORS

RIA
CRD#: 112139
Warrendale, PA
Past

July 11, 2018 - June 4, 2021

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Warrendale, PA
Past

October 10, 2017 - June 21, 2018

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
PITTSBURGH, PA
Past

August 16, 2016 - August 25, 2017

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
OAKMONT, PA
Past

August 16, 2016 - August 25, 2017

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
OAKMONT, PA
Past

September 1, 2015 - July 11, 2016

LINCOLN INVESTMENT

RIA
CRD#: 519
PITTSBURGH, PA
Past

December 19, 2013 - July 11, 2016

LINCOLN INVESTMENT

BD
CRD#: 519
PITTSBURGH, PA

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".
THE COURY FIRM
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA
Registered Investment Advisory firm - (3/2/2018 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/18/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/19/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/25/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/19/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE COURY FIRM
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA
Registered Investment Advisory firm - (3/2/2018 Approved)
PREMIUM
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Contact information

Main Address
260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-5744
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (5 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts1,007
AUM (Assets Under Management)$ 1,189,533,934

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

THE COURY FIRM

THE COURY FIRM

CRD#: 289145

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