Craig
Wezenski
Exencial Wealth Advisors
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About this Advisor
Craig Wezenski is a financial advisor based in Orange, Connecticut, working with Exencial Wealth Advisors. Craig has previously held positions at Fisher Investments, Exencial Wealth Advisors, and Willingdon Wealth Management LLC. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, North Carolina, and Oklahoma. Currently, Craig is part of Exencial Wealth Advisors, which operates out of Orange, Connecticut. The firm has 12 offices and 101 employees. The firm manages assets totaling $5.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Exencial Wealth Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Exencial Wealth Advisors Brokerage Details
$5,015,687,471
101
10,586
$473,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Craig Wezenski Work History
Exencial Wealth Advisors
Willingdon Wealth Management LLC
Fisher Investments
Disclosures
Please visit the SEC profile of Craig Wezenski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Exencial Wealth Advisors
Orange, CT
Old Lyme, CT
Oklahoma City, OK
Oklahoma City, OK
Huntersville, NC
Dallas, TX
Oklahoma City, OK
Oklahoma City, OK
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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