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Craig C. Dewey

WELLTH ADVISORY SERVICES
Williamsburg, VA
Some features on this profile are disabled
CRD#: 869928
CD

Professional summary

Craig Chamberlin Dewey is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Williamsburg, Virginia.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Craig has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Chamberlin Dewey'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

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

RIA
CRD#: 330537
Williamsburg, VA
Past

April 1, 2019 - July 13, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Williamsburg, VA
Past

May 5, 2016 - April 1, 2019

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
WILLIAMSBURG, VA
Past

October 2, 2015 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Williamsburg, VA
Past

August 20, 2014 - October 2, 2015

WEALTHSPIRE RETIREMENT ADVISORY

RIA
CRD#: 121254
ALISO VIEJO, CA
Past

August 15, 2014 - August 15, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Williamsburg, VA
Past

August 15, 2014 - April 1, 2019

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Williamsburg, VA
Past

January 15, 2008 - August 12, 2014

FINANCIAL TELESIS INC

RIA
CRD#: 31012
WILLIAMSBURG, VA
Past

January 15, 2008 - August 12, 2014

FINANCIAL TELESIS INC

BD
CRD#: 31012
WILLIAMSBURG, VA
Past

June 19, 2001 - January 16, 2008

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
WILLLIAMSBURG, VA
Past

May 16, 2001 - January 16, 2008

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
WILLLIAMSBURG, VA
Past

October 20, 1980 - May 25, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

August 14, 1979 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY

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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 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
Maryland
(6/28/2024)
IAR
North Carolina
(6/28/2024)
IAR
South Carolina
(6/28/2024)
IAR
Virginia
(6/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/5/1992
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/4/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 1
Date: 8/6/1979
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/17/2003
General Securities Principal Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 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

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

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

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Williamsburg, VA

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