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Craig Douglas Duvarney

DUVARNEY, CRAIG DOUGLAS·ACTON, Massachusetts
SIE, Series 7, Series 63CFPClean record23 years registeredDUVARNEY, CRAIG DOUGLAS
30 GREAT ROAD, ACTON, MA 01720CRD# 3192550Firm CRD# 126911

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Douglas Duvarney · ACTON, MA
Registration
CRD #3192550 · DUVARNEY, CRAIG DOUGLAS · 23 years registered
Brand Profile
Not yet started
01

Career History

CRAIG DUVARNEY, CFP
Jun 2003 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · June 23, 2003
Years registered · 23
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DUVARNEY, CRAIG DOUGLAS
CRD 126911 · SEC 801-111957
AUM
$265M
Regulatory assets under management
Employees
1
643 client accounts
Services offered by DUVARNEY, CRAIG DOUGLAS
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DUVARNEY, CRAIG DOUGLAS →
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05

Frequently Asked Questions

What services does Craig Douglas Duvarney offer?
Craig Douglas Duvarney specializes in Financial Planning, Investment Management. Contact their office in ACTON, Massachusetts for a consultation.
What are Craig Douglas Duvarney's credentials?
Craig Douglas Duvarney holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Craig Douglas Duvarney located?
Craig Douglas Duvarney is based in ACTON, Massachusetts, working with DUVARNEY, CRAIG DOUGLAS. Their office serves clients in the ACTON metropolitan area and surrounding communities.
How does Craig Douglas Duvarney charge for services?
Craig Douglas Duvarney's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUVARNEY, CRAIG DOUGLAS?
DUVARNEY, CRAIG DOUGLAS has approximately 1 employees and manages $265M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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