Margot E Craig
Investment adviser representative at Morgan Stanley
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
Are you Margot E Craig? 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
7 years in the industry.
- Morgan Stanley Private Bank, N.ADec 2023 to now
- Morgan StanleyNov 2023 to now
- Morgan Stanley Smith Barney LLCNov 2023 to now
- Commonwealth Financial NetworkFeb 2023 to Oct 2023
- Blueprint Wealth Advisors, LLCJan 2020 to Oct 2023
- Paradigm Wealth ManagementOct 2017 to Dec 2019
- UnemployedMay 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7217243
- Firm CRD
- 149777