Unclaimed Profile

Sharon Lee Craig

DISCIPLINED CAPITAL MANAGEMENT LLC·SYRACUSE, New York

DISCIPLINED CAPITAL MANAGEMENT LLC

220 SOUTH WARREN STREET, SYRACUSE, NY 13202CRD# 6426304Firm CRD# 282235

Profile Verification

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

Identity

Sharon Lee Craig · SYRACUSE, NY

Registration

CRD #6426304 · DISCIPLINED CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Sharon Lee Craig is a registered financial advisor based in SYRACUSE, New York, affiliated with DISCIPLINED CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

DISCIPLINED CAPITAL MANAGEMENT LLC

DISCIPLINED CAPITAL MANAGEMENT

AUM

$391M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DISCIPLINED CAPITAL MANAGEMENT LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6426304

Firm CRD# 282235

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sharon Lee Craig offer?

Sharon Lee Craig specializes in Wealth Management, Fee-Only Advisory. Contact their office in SYRACUSE, New York for a consultation.

What are Sharon Lee Craig's credentials?

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

Where is Sharon Lee Craig located?

Sharon Lee Craig is based in SYRACUSE, New York, working with DISCIPLINED CAPITAL MANAGEMENT LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.

How does Sharon Lee Craig charge for services?

Sharon Lee Craig'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 DISCIPLINED CAPITAL MANAGEMENT LLC?

DISCIPLINED CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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