Unclaimed Profile

Richard Ellis Craft

WEALTH ADVISORY GROUP, INC.·BERWYN, Pennsylvania

SIE, Series 6, Series 7, Series 22, Series 63, Series 65ChFCClean record29 years registeredWEALTH ADVISORY GROUP, INC.

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 1008733Firm CRD# 122269

Profile Verification

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

Identity

Richard Ellis Craft · BERWYN, PA

Registration

CRD #1008733 · WEALTH ADVISORY GROUP, INC. · 29 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Nov 2025 – present

WORLD INVESTMENTS, LLC

Nov 2025 – present

BCG SECURITIES, INC.

Feb 2010 – Nov 2025

Berwyn, PA

AXA ADVISORS, LLC

Jul 2002 – Feb 2010

WAYNE, PA

WEALTH ADVISORY GROUP, INC.

Apr 1997 – Nov 2025

WAYNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · April 7, 1997

Years registered · 29

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ADVISORY GROUP, INC.

CRD 122269 · SEC 801-107381

AUM

$581M

Regulatory assets under management

Employees

673 client accounts

Services offered by WEALTH ADVISORY GROUP, INC.

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 WEALTH ADVISORY GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Richard Ellis Craft offer?

Richard Ellis Craft specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Richard Ellis Craft's credentials?

Richard Ellis Craft holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Richard Ellis Craft located?

Richard Ellis Craft is based in BERWYN, Pennsylvania, working with WEALTH ADVISORY GROUP, INC.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Richard Ellis Craft charge for services?

Richard Ellis Craft's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ADVISORY GROUP, INC.?

WEALTH ADVISORY GROUP, INC. has approximately 7 employees and manages $581M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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