Rockefeller Capital Management
47yrs
Top advisor by experience in Connecticut
41yrs
Craig Cloud is a fiduciary financial advisor in Stamford, Connecticut, with 41 years in the industry. Craig joined Apogee Tactical in 2026, a firm offering investment management. Apogee Tactical reports being paid through a percentage of assets.
One of 937 advisors with offices in Stamford, and one of 883 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience nationwide
OfficeStamford, CT
FirmApogee Tactical
How the firm is paid ?Percent of assets
Typical client at the firm ?$961,905
States licensed ?1 state
Services through Apogee Tactical
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowApogee TacticalCurrent firm
- 2015 – 2025Apogee TacticalPreviously
Contact Craig
(203) 751-3439Apogee Tactical main office Stamford, CTOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Craig
Tailored to Craig’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Craig
How do I contact Craig?
Call Apogee Tactical at (203) 751-3439 and ask for Craig Cloud. Craig works from the Stamford, CT office.
How long has Craig been a financial advisor?
Craig has been in the industry since 1985, about 41 years. Top 3% by experience nationwide.
What licenses does Craig hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Craig a fiduciary?
Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Craig paid?
Apogee Tactical reports being paid by a percentage of the assets they manage. Ask Craig for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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