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RIA / WealthAdvisor28 years in industry

CRAIG MATTHEW WEZENSKI

Advisor at SAVANT WEALTH MANAGEMENT

Guilford, CT | ROCKFORD, IL

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Search this name across graphsid dfx:ria:eb912f77-06f3-8cab-a22d-c01a5d486880

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVANT WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 8, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 8, 1998
First registration: Mar 6, 2003
Dual registered: no
IAPD individual key: 3053532

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SAVANT WEALTH MANAGEMENT	Independent wealth	Apr 17, 2026	n/a	yes	ROCKFORD, IL\|Guilford, CT	Current employment
EXENCIAL WEALTH ADVISORS	Former SEC adviser	Jun 9, 2020	Apr 30, 2026	no	OKLAHOMA CITY, OK\|Orange, CT	Previous registration
WILLINGDON WEALTH MANAGEMENT LLC	Former SEC adviser	Mar 29, 2016	Jul 10, 2020	no	Orange, CT\|HUNTERSVILLE, NC	Previous registration
FISHER INVESTMENTS	Independent wealth	Jun 9, 2014	Apr 28, 2016	no	ORANGE, CT\|PLANO, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 14, 2007	Jun 4, 2014	no	GREENWICH, CT	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jul 9, 2003	Dec 19, 2006	no	PORTLAND, ME\|WALL, NJ\|BRICK, NJ\|NORTH ATTLEBORO, MA\|NEW YORK, NY\|MILFORD, MA\|SUCCASUNNA, NJ\|NEW YORK, NY\|SALEM, MA\|NEWBURYPORT, MA\|OLD SAYBROOK, CT\|NEW MILFORD, CT\|ALBANY, NY\|CONCORD, NH\|KENNEBUNK, ME\|SUCCASUNNA, NJ	Previous registration
CHOREO, LLC	Independent wealth	Mar 6, 2003	Jul 9, 2003	no	FAIRFIELD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EXENCIAL WEALTH ADVISORS	SAVANT WEALTH MANAGEMENT	Apr 30, 2026	Apr 17, 2026	-13	Bulk transfer	RIA to RIA
WILLINGDON WEALTH MANAGEMENT LLC	EXENCIAL WEALTH ADVISORS	Jul 10, 2020	Jun 9, 2020	-31	Firm change after gap	RIA to RIA
FISHER INVESTMENTS	WILLINGDON WEALTH MANAGEMENT LLC	Apr 28, 2016	Mar 29, 2016	-30	Firm change	Other
STRATEGIC ADVISERS LLC	FISHER INVESTMENTS	Jun 4, 2014	Jun 9, 2014	5	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	STRATEGIC ADVISERS LLC	Dec 19, 2006	Feb 14, 2007	57	Firm change	Other
CHOREO, LLC	AMERIPRISE ADVISOR SERVICES, INC.	Jul 9, 2003	Jul 9, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
129613:130475:NC:2020-07-10	Jul 10, 2020	Jun 9, 2020	HUNTERSVILLE, NC	Firm change after gap

Relationships

Registered with (7)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Apr 17, 2026 to presentfactForm ADV
→ EXENCIAL WEALTH ADVISORSRegistered adviserregistration: previous registration
Jun 9, 2020 to Apr 30, 2026factForm ADV
→ WILLINGDON WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 29, 2016 to Jul 10, 2020factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Jun 9, 2014 to Apr 28, 2016factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 14, 2007 to Jun 4, 2014factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jul 9, 2003 to Dec 19, 2006factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
Mar 6, 2003 to Jul 9, 2003factForm ADV

Dated events

No dated event names this entity yet.