CL
CFA
CL
CFA

Craig James Letendre

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
409 clients
Average Client Portfolio
$408K average
Assets Under Management
$167.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location

8510 Colonnade Center Drive, Raleigh, NC, 27615

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig works as an Institutional Portfolio Strategist at First Citizens Asset Management, dedicating minimal time to creating portfolio strategies for clients. His compensation is part of his salary from FCIS.

Employment History
Current Registrations
First Citizens Asset Management, INC
January 2019 - Present · 7 yrs 1 mo
First Citizens Investor Services, INC.Broker
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
First Citizens Investor Services, INC.
December 2018 - January 2019 · 1 mo
Eaton Vance Distributors, INC.Broker
October 2015 - December 2018 · 3 yrs 2 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.