Craig
Ferrantino
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Craig Ferrantino is a financial advisor operating out of Melville, New York with 3 years of relevant experience. Ferrantino is an employee of United Planners' Financial Services Of America A Limited Partner. Throughout their career, Ferrantino has worked at United Planners' Financial Services Of America A Limited Partner, Craig Ferrantino, Quogue Fire Department, Next Financial Group Inc and Craig James Financial Services, LLC. Ferrantino maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey and New York. United Planners' Financial Services Of America A Limited Partner is a firm operating out of Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 financial advisors. It administers $6 billion in total assets between its 50,361 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 83 charitable organizations. Of its 50,361 customer accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. United Planners' Financial Services Of America A Limited Partner has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fee types billed by United Planners' Financial Services Of America A Limited Partner can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,085,656,351
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
567
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
50,361
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Craig Ferrantino Work History
Craig has been registered as a financial advisor for 3 years.*
Quogue Fire Department
United Planners' Financial Services Of America A Limited Partner
Craig James Financial Services, LLC
Craig Ferrantino
Next Financial Group Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Ferrantino 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 United Planners' Financial Services Of America A Limited Partner
Scottsdale, AZ
Ferndale, WA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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