Unclaimed Profile

Craig Ryan Seligman

PROACTIVE WEALTH STRATEGIES, LLC·MARIETTA, Georgia

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 6622 years registeredPROACTIVE WEALTH STRATEGIES, LLC

533 JOHNSON FERRY ROAD BLDG. C, MARIETTA, GA 30068CRD# 2515820Firm CRD# 318872

Profile Verification

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

Identity

Craig Ryan Seligman · MARIETTA, GA

Registration

CRD #2515820 · PROACTIVE WEALTH STRATEGIES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

PROACTIVE WEALTH STRATEGIES, LLC

May 2022 – present

LPL FINANCIAL LLC

Feb 2018 – Jun 2022

SANDY SPRINGS, GA

INVEST FINANCIAL CORPORATION

May 2011 – Feb 2018

MARIETTA, GA

PROACTIVE WEALTH STRATEGIES, LLC

Jan 2010 – Jul 2011

MARIETTA, GA

PROACTIVE WEALTH STRATEGIES, LLC

Aug 2007 – Dec 2009

MARIETTA, GA

TRIAD ADVISORS, INC.

Apr 2007 – Aug 2007

MARIETTA, GA

1717 CAPITAL MANAGEMENT COMPANY

Mar 2005 – Apr 2007

ATLANTA, GA

MULTI-FINANCIAL SECURITIES CORPORATION

Jan 2004 – Jan 2005

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · January 14, 2004

Years registered · 22

Disclosure History

2012Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PROACTIVE WEALTH STRATEGIES, LLC

CRD 318872 · SEC 801-123491

AUM

$224M

Regulatory assets under management

Employees

872 client accounts

Services offered by PROACTIVE WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROACTIVE WEALTH STRATEGIES, LLC →

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 MARIETTA?

Browse all registered financial advisors in MARIETTA, Georgia or claim this profile if it's yours.

Browse MARIETTA Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →