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CRAIG DUVARNEY, CFP

DUVARNEY, CRAIG DOUGLAS

CRD 126911 · SEC 801-111957

Visit website

MA, United States

Phone

978-772-2156

Fax

413-254-9735

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$371.0M

Discretionary AUM

$368.2M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Sole Proprietorship

Filing date

2026-01-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals32$20.6M
High net worth individuals120$350.4M

States served

MA, RI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD