Unclaimed Profile

Craig Andrew Urciuoli

RED GATE ADVISERS, LLC·CHADDS FORD, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66Clean record9 years registeredRED GATE ADVISERS, LLC

223 WILMINGTON WEST CHESTER PIKE, SUITE #216, CHADDS FORD, PA 19317CRD# 2810923Firm CRD# 309871

Profile Verification

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

Identity

Craig Andrew Urciuoli · CHADDS FORD, PA

Registration

CRD #2810923 · RED GATE ADVISERS, LLC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RED GATE ADVISERS, LLC

THIRD AVENUE MANAGEMENT LLC

Jan 2017 – Mar 2021

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · January 13, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RED GATE ADVISERS, LLC

CRD 309871 · SEC 801-119700

AUM

$81M

Regulatory assets under management

Employees

3 client accounts

Services offered by RED GATE ADVISERS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at RED GATE ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Andrew Urciuoli offer?

Craig Andrew Urciuoli specializes in Investment Management, Fee-Only Advisory.

What are Craig Andrew Urciuoli's credentials?

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

Where is Craig Andrew Urciuoli located?

Craig Andrew Urciuoli is based in CHADDS FORD, Pennsylvania, last registered with RED GATE ADVISERS, LLC.

How does Craig Andrew Urciuoli charge for services?

Craig Andrew Urciuoli'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 RED GATE ADVISERS, LLC?

RED GATE ADVISERS, LLC has approximately 6 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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