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CRAIG DUVARNEY, CFP

· CRD 126911 · IAPD ↗ · craigduvarney.com · 978-772-2156

$371.0MRegulatory AUM
1Advisory reps
1Employees
2Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2025 — CRAIG DUVARNEY, CFP now reports custody of client assets ($128.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.