Craig Velencia
Investment adviser representative at Dvb Private Wealth
12 yearsExperience
1 stateRegistered in
$225.7MFirm assets
Under 1 yearFirm 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
- Pension consulting
Experience
12 years in the industry.
- Dvb Private WealthJun 2026 to now
- LaxtasticJun 2020 to Mar 2026
- US Coast GuardJul 2018 to Jun 2020
- US Coast GuardJun 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Dvb Private Wealth
Legal name: Dvb Private Wealth LLC
$225.7MAssets managed
249Clients
4Advisers
Under 1 yearIn 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
- 8244290
- Firm CRD
- 341684