Craig Velencia has been an investment adviser representative at DVB Private Wealth since September 2026, and is not listed among the firm’s executive officers or direct owners.
DVB Private Wealth LLC is a Harrisburg, PA firm with $226M under management, 249 clients and 4 advisers across 2 offices, as of its September 2026 filing.
- DVB Private WealthCurrent– present · under a yearHarrisburg, PA · Adviser representative · Firm CRD 341684
Investment adviser representative registrations
Craig Velencia is registered as an investment adviser representative in Pennsylvania, since September 2026.
- PennsylvaniaSince 27 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8244290
- Firm
- DVB Private Wealth · CRD 341684
- Office
- 4800 LINGLESTOWN ROAD, SUITE 304, Harrisburg, PA 17112
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Craig Velencia work?
Craig Velencia is an investment adviser representative registered through DVB Private Wealth LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Craig Velencia a financial advisor?
Yes. Craig Velencia has a current investment-adviser registration in Pennsylvania, through DVB Private Wealth since September 2026.
How many years of experience does Craig Velencia have?
Craig Velencia has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Craig Velencia passed?
Craig Velencia passed the Series 65 in March 2026.
Where is Craig Velencia based?
Craig Velencia’s registered office is in Harrisburg, PA.
Is Craig Velencia registered with FINRA?
No. Craig Velencia has no current broker registration.
How can I verify Craig Velencia’s record?
Search CRD 8244290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Craig Velencia’s full registration record.