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Craig Ryan Seligman

PROACTIVE WEALTH STRATEGIES, LLC·MARIETTA, Georgia
Unclaimed Profile
533 JOHNSON FERRY ROAD BLDG. C, MARIETTA, GA 30068CRD# 2515820Firm CRD# 318872
01

About

Craig Ryan Seligman is a registered financial advisor based in MARIETTA, Georgia, affiliated with PROACTIVE WEALTH STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROACTIVE WEALTH STRATEGIES, LLC
PROACTIVE WEALTH STRATEGIES, LLC
AUM
$224M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2515820
Firm CRD# 318872
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Ryan Seligman offer?
Craig Ryan Seligman specializes in Financial Planning, Investment Management. Contact their office in MARIETTA, Georgia for a consultation.
What are Craig Ryan Seligman's credentials?
Craig Ryan Seligman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Ryan Seligman located?
Craig Ryan Seligman is based in MARIETTA, Georgia, working with PROACTIVE WEALTH STRATEGIES, LLC. Their office serves clients in the MARIETTA metropolitan area and surrounding communities.
How does Craig Ryan Seligman charge for services?
Craig Ryan Seligman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROACTIVE WEALTH STRATEGIES, LLC?
PROACTIVE WEALTH STRATEGIES, LLC has approximately 5 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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