Craig
Columbus

Columbus Macro, LLC

CRD#2523602
Investment Advisor
in New Castle, PA

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About this Advisor

Craig Columbus is a financial advisor based in New Castle, Pennsylvania, working with Columbus Macro, LLC. Craig has previously held positions at First Allied Asset Management, Cetera Investment Management LLC, Tower Square Investment Management LLC, Columbus Macro, LLC, and Boenning & Scattergood Advisors LLC. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Pennsylvania. Currently, Craig is part of Columbus Macro, LLC, which operates out of New Castle, Pennsylvania. The firm has one office and seven employees. The firm manages assets totaling $277.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Columbus Macro, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

103 Nesbitt Road Suite 200
New Castle, PA 16105

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Columbus Macro, LLC Brokerage Details

Total Assets Under Management

$277,293,048

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

832

PA Average: 3,342
Average Account Size

$333,285

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Craig Columbus Work History

2019 - Present (5 years)

Columbus Macro, LLC

2021 - 2022 (1 year)

Boenning & Scattergood Advisors LLC

2017 - 2019 (2 years)

Columbus Macro, LLC

2015 - 2015 (< 1 year)

Cetera Investment Management LLC

2015 - 2017 (2 years)

Tower Square Investment Management LLC

2010 - 2015 (5 years)

First Allied Asset Management

Disclosures

Please visit the SEC profile of Craig Columbus 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 Columbus Macro, LLC

Brian Wright
New Castle, PA
Lon Gerber
New Castle, PA
Craig Columbus
New Castle, PA
Scott Dooley
New Castle, PA
Stephen Comes
Doylestown, PA

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