Craig Steven Pine
Investment adviser representative at Potentia Wealth
19 yearsExperience
1 stateRegistered in
$569.1MFirm assets
2 yearsFirm in business
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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
19 years in the industry.
- Potentia WealthJan 2025 to now
- Potentia Ria, LLCApr 2024 to now
- LPL Financial, LLCMay 2007 to now
- Mariner Independent Advisor Network, LLCJul 2016 to Mar 2024
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Potentia Wealth
Legal name: Potentia Ria, LLC
$569.1MAssets managed
731Clients
9Advisers
2 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
- 5326216
- Firm CRD
- 329135