Craig Pelletier has been an investment adviser representative at Carmel Capital Partners since September 2026, and is not listed among the firm’s executive officers or direct owners.
Carmel Capital Partners, LLC is a San Diego, CA firm with $434M under management, 263 clients and 5 advisers across 5 offices, as of its March 2026 filing.
Craig Pelletier’s longest registration was under a year at Axxcess Wealth Management, LLC (2025–2025). Before joining Carmel Capital Partners in 2026, Craig Pelletier was registered through Axxcess Wealth Management, LLC.
- Carmel Capital Partners, LLCCurrent– present · under a yearIndustry, CA · Adviser representative · Firm CRD 123907
- P&L Family WealthAlso current– present · under a yearCity of Industry, CA · Adviser representative · Firm CRD 341272
- Axxcess Wealth Management, LLC– · under a yearCity of Industry, CA · Adviser representative · Firm CRD 164081
Investment adviser representative registrations
Craig Pelletier is registered as an investment adviser representative in California, since May 2026.
- CaliforniaSince 11 May 2026
Examinations
No examinations are on Craig Pelletier’s record.
- Full name
- Craig L Pelletier
- CRD
- 8044773
- Firm
- Carmel Capital Partners · CRD 123907
- Office
- 13300 CROSSROADS PKWY N , SUITE 170, Industry, CA 91746
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Pelletier work?
Craig Pelletier is an investment adviser representative registered through Carmel Capital Partners, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Craig Pelletier a financial advisor?
Yes. Craig Pelletier has a current investment-adviser registration in California, through Carmel Capital Partners since September 2026.
How many years of experience does Craig Pelletier have?
Craig Pelletier has 0 years in the financial industry, since November 2025, across 3 adviser firms.
Where did Craig Pelletier work before Carmel Capital Partners?
Before Carmel Capital Partners, Craig Pelletier was registered through Axxcess Wealth Management, LLC, February 2025 to September 2025.
Where is Craig Pelletier based?
Craig Pelletier’s registered office is in Industry, CA.
Is Craig Pelletier registered with FINRA?
No. Craig Pelletier has no current broker registration.
How can I verify Craig Pelletier’s record?
Search CRD 8044773 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Pelletier’s full registration record.
