RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Craig R Marson
- Title
- Principalreported5cwealth.comfirm site, Sep 16, 2026
- Designations
- JD, CPAreported5cwealth.comas printed on the bio page, Sep 16, 2026
- Business email
- cmarson@5cwealth.comreported5cwealth.comfirm site, Sep 16, 2026
- Professional profile
- 5CWEALTH.COM/craig-r-marson-jd-cpareported5cwealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/craig-marson-76a7463breported5cwealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- 5c Capital Management, LLC independent RIA currentsince Feb 7, 2017 · Woodcliff Lake, Nj
- Clark Dodge Asset Management, LLC formerJul 11, 2013 to Feb 7, 2017 · White Plains, Ny
- Stonegate Wealth Management, LLC formerJan 24, 2007 to Apr 16, 2013 · Cary, Nc
- Gerstein Fisher formerSep 29, 2005 to Jan 25, 2007 · New York, Ny
- Aepg Wealth Strategies formerApr 21, 2005 to Sep 23, 2005 · Watchung, Nj
- Clark Dodge Asset Management, LLC to 5c Capital Management, LLCleft Feb 7, 2017, registered Feb 7, 2017 (0 days) · Other
- Stonegate Wealth Management, LLC to Clark Dodge Asset Management, LLCleft Apr 16, 2013, registered Jul 11, 2013 (86 days) · Other
- Gerstein Fisher to Stonegate Wealth Management, LLCleft Jan 25, 2007, registered Jan 24, 2007 (-1 days) · Other
- Aepg Wealth Strategies to Gerstein Fisherleft Sep 23, 2005, registered Sep 29, 2005 (6 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address