Unclaimed Profile

Craig David Pfeiffer

RISKBRIDGE ADVISORS, LLC·NORWALK, Connecticut

Series 3, Series 5, Series 7, Series 8, Series 15, Series 63, Series 65Clean record23 years registeredRISKBRIDGE ADVISORS, LLC

401 MERRITT 7, NORWALK, CT 06851CRD# 730623Firm CRD# 310396

Profile Verification

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

Identity

Craig David Pfeiffer · NORWALK, CT

Registration

CRD #730623 · RISKBRIDGE ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

RISKBRIDGE ADVISORS, LLC

Feb 2021 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Oct 2011

PURCHASE, NY

CITIGROUP GLOBAL MARKETS INC.

Jul 2007 – Jun 2009

NEW YORK, NY

CITIGROUP GLOBAL MARKETS INC.

Apr 2003 – Feb 2004

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 8

Series 15

Series 63

Series 65

Registration record

First registered · April 23, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RISKBRIDGE ADVISORS, LLC

CRD 310396 · SEC 801-119715

AUM

$633M

Regulatory assets under management

Employees

47 client accounts

Services offered by RISKBRIDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RISKBRIDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Craig David Pfeiffer offer?

Craig David Pfeiffer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORWALK, Connecticut for a consultation.

What are Craig David Pfeiffer's credentials?

Craig David Pfeiffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig David Pfeiffer located?

Craig David Pfeiffer is based in NORWALK, Connecticut, working with RISKBRIDGE ADVISORS, LLC. Their office serves clients in the NORWALK metropolitan area and surrounding communities.

How does Craig David Pfeiffer charge for services?

Craig David Pfeiffer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RISKBRIDGE ADVISORS, LLC?

RISKBRIDGE ADVISORS, LLC has approximately 7 employees and manages $633M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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