Unclaimed Profile

Craig Douglas Findley

VENTURE VISIONARY PARTNERS LLC·SYLVANIA, Ohio

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 99TOClean record26 years registeredVENTURE VISIONARY PARTNERS LLC

5520 MONROE STREET, SYLVANIA, OH 43560CRD# 2250784Firm CRD# 304237

Profile Verification

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

Identity

Craig Douglas Findley · SYLVANIA, OH

Registration

CRD #2250784 · VENTURE VISIONARY PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

VENTURE VISIONARY PARTNERS LLC

Jun 2019 – present

PKS ADVISORY SERVICES, LLC

May 2019 – Jun 2019

ALBANY, NY

UBS FINANCIAL SERVICES INC.

Dec 2011 – Apr 2019

SYLVANIA, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2003 – Dec 2011

TOLEDO, OH

CITIGROUP GLOBAL MARKETS INC.

Dec 1999 – Jun 2003

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · December 7, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VENTURE VISIONARY PARTNERS LLC

CRD 304237 · SEC 801-116835

AUM

$3.9B

Regulatory assets under management

Employees

5,412 client accounts

Services offered by VENTURE VISIONARY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VENTURE VISIONARY PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Craig Douglas Findley offer?

Craig Douglas Findley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYLVANIA, Ohio for a consultation.

What are Craig Douglas Findley's credentials?

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

Where is Craig Douglas Findley located?

Craig Douglas Findley is based in SYLVANIA, Ohio, working with VENTURE VISIONARY PARTNERS LLC. Their office serves clients in the SYLVANIA metropolitan area and surrounding communities.

How does Craig Douglas Findley charge for services?

Craig Douglas Findley'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 VENTURE VISIONARY PARTNERS LLC?

VENTURE VISIONARY PARTNERS LLC has approximately 37 employees and manages $3.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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