Craig Thomas Bisagna
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Craig Thomas Bisagna? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Oct 2022 to now
- Truist Investment Services, Inc.Oct 2022 to now
- UnemployedDec 2021 to Sep 2022
- LPL Financial LLCAug 2021 to Nov 2021
- Retired/unemployedNov 2020 to Aug 2021
- TIAAJan 2019 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCJan 2019 to Nov 2020
- National Asset Management, Inc.Mar 2014 to Dec 2018
- National Securities CorporationFeb 2014 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2010760
- Firm CRD
- 283390