Unclaimed Profile

Craig Warren Millikin

WAVEFRONT CAPITAL MANAGEMENT, LP·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 52, Series 63CFAClean record15 years registeredWAVEFRONT CAPITAL MANAGEMENT, LP

301 BATTERY ST., SAN FRANCISCO, CA 94111CRD# 2353801Firm CRD# 168746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Warren Millikin · SAN FRANCISCO, CA

Registration

CRD #2353801 · WAVEFRONT CAPITAL MANAGEMENT, LP · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAVEFRONT CAPITAL MANAGEMENT, LP

WAVEFRONT CAPITAL

Apr 2014 – Oct 2017

SAN FRANCISCO, CA

CENTURY MANAGEMENT

Dec 2010 – Jul 2013

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 52

Series 63

Registration record

First registered · December 14, 2010

Years registered · 15

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAVEFRONT CAPITAL MANAGEMENT, LP

CRD 168746 · SEC 801-81070

AUM

$14M

Regulatory assets under management

Employees

15 client accounts

Services offered by WAVEFRONT CAPITAL MANAGEMENT, LP

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at WAVEFRONT CAPITAL MANAGEMENT, LP →

Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Warren Millikin offer?

Craig Warren Millikin specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Craig Warren Millikin's credentials?

Craig Warren Millikin holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Craig Warren Millikin located?

Craig Warren Millikin is based in SAN FRANCISCO, California, last registered with WAVEFRONT CAPITAL MANAGEMENT, LP.

How does Craig Warren Millikin charge for services?

Craig Warren Millikin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WAVEFRONT CAPITAL MANAGEMENT, LP?

WAVEFRONT CAPITAL MANAGEMENT, LP has approximately 3 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →