# CES Investment Strategies

CES Investment Strategies is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://cesinvestmentstrategies.com
- **LinkedIn:** https://www.linkedin.com/company/craig-sigeti-cima-12576411

## Regulatory record

- **CRD number:** 325168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325168

## About

CES Investment Strategies is an independent fiduciary financial advisory firm focused on helping individuals and couples nearing retirement transition into their next chapter with clarity and confidence. It offers personalized retirement planning, investment strategy and portfolio management, Social Security and pension guidance, tax-efficient retirement planning, and legacy and estate planning coordination. The firm acts as a fiduciary with transparent fees and a client-centered approach.

## People

- Craig Sigeti — founder
- Craig Sigeti

## Questions

### How large is CES Investment Strategies?

The firm reports a regulatory AUM figure in its SEC filings, but that number reflects the SEC's specific calculation methodology — which can include non-discretionary assets — rather than a traditional commitment-based AUM. The disclosed client count places the firm in a small-adviser tier.

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- [CERTIFIED ADVISORY CORP](https://altss.com/profile/certified-advisory-corp)
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Last updated: 2026-08-14T12:30:00.000Z

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