Craig L. Martin

FAMILY WEALTH CONSULTANTS

San Jose, CA 95126

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CRD#: 1021669

Professional summary

Craig Lee Martin, CFP® is a registered financial advisor currently at FAMILY WEALTH CONSULTANTS, INC. located in San Jose, California and FOURSTAR WEALTH ADVISORS, LLC located in San Jose, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Craig has worked at 11 firms and has passed the Series 65, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)FAMILY WEALTH CONSULTANTS, INC.; INVESTMENT RELATED; SAN JOSE, CA; RIA PRIVATE FD MGMT; OWNER; 1998; 130HRS; DUE DILIGENCE; FUND ADMINSTRATION; PORFOLIO MANAGER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Lee Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

October 9, 2003 - Present

FAMILY WEALTH CONSULTANTS, INC.

Office #1: 1541 The Alameda, San Jose, CA 95126

RIA

CRD#: 128494

San Jose, CA

Current

September 27, 2022 - Present

FOURSTAR WEALTH ADVISORS, LLC

Office #1: 1541 The Alameda, San Jose, CA 95126

RIA

CRD#: 169613

SAN JOSE, CA

Past

October 15, 2001 - December 12, 2003

FAMILY WEALTH CONSULTANTS, INC.

RIA

CRD#: 128078

SAN JOSE, CA

Past

January 6, 1999 - June 19, 2001

FOOTHILL SECURITIES, INC.

CRD#: 1027

SANTA CLARA, CA

Past

January 1, 1999 - January 12, 1999

LORING WARD SECURITIES INC.

CRD#: 46337

SAN JOSE, CA

Past

October 18, 1993 - January 1, 1999

REINHARDT WERBA BOWEN SECURITIES, INC.

CRD#: 34202

SAN JOSE, CA

Past

November 19, 1989 - October 6, 1993

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 4, 1988 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

February 14, 1983 - April 6, 1988

SOUTHMARK FINANCIAL SERVICES, INC.

CRD#: 6518

Past

October 6, 1982 - July 25, 1983

LPL FINANCIAL LLC

CRD#: 6413

Past

January 7, 1982 - November 15, 1983

SIGNATOR INVESTORS, INC.

CRD#: 468

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(10/9/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/25/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/1982

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/13/1987

General Securities Principal Examination

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH LEGACY ADVISORS | GINGER ADVISORS, LLC | FOURSTAR WEALTH ADVISORS, LLC

CRD#: 169613 / SEC#: 801-110467

RIA

Registered Investment Advisory firm - (4/21/2017 Approved)

Illinois

Registered Investment Advisory firm - (4/21/2017 Terminated)

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Contact information

Main Address

1 N. Lasalle Street Suite 2225, Chicago, IL 60602

Mailing Address

Phone number

(312) 667-1750

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,309
AUM (Assets Under Management)	$ 1,240,902,908

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/29/2025	Cover Page	Report
05/28/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Craig L. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Lee Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

FOURSTAR WEALTH ADVISORS, LLC

FAMILY WEALTH CONSULTANTS, INC.

FOOTHILL SECURITIES, INC.

LORING WARD SECURITIES INC.

REINHARDT WERBA BOWEN SECURITIES, INC.

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

SOUTHMARK FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

FOURSTAR WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/25/1995

Series 7

Date: 8/21/1982

Series 6

Date: 12/28/1981

Series 24

Date: 4/13/1987

Current Firm

FOURSTAR WEALTH ADVISORS, LLC

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FOURSTAR WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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