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Craig Martin Wulff

Craig M. Wulff

STRATEGIC ADVISERS LLC | Market Leader
CHAPEL HILL, NC
Some features on this profile are disabled
CRD#: 2544804
Craig Martin Wulff

Professional summary

Craig Martin Wulff, who also goes by Craig Martin Wulff, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chapel Hill, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Cary, North Carolina.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Craig has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 10, Series 9, Series 24, Series 4 and Series 8 exams.

Biography

I lead a team of financial professionals dedicated to partnering and working toward our clients financial future by deeply understanding what is most important to them; through relationship, planning and providing a valuable experience.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Craig Martin Wulff

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Martin Wulff'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®
None

Education

University at Albany

Bachelor of Arts (BA) - History

1994

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 580 New Waverly Pl Ste 240, Cary, NC 27518-7406Office #3: 2500 Regency Parkway, Cary, NC 27518
RIA
CRD#: 104555
CHAPEL HILL, NC
Current

May 2, 2005 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 580 New Waverly Pl Ste 240, Cary, NC 27518Office #2: 2500 Regency Parkway, Cary, NC 27518
BD
CRD#: 7784
Cary, NC
Past

December 13, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CARY, NC
Past

July 13, 2018 - December 9, 2021

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
CARY, NC
Past

October 30, 2012 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
DURHAM, NC
Past

July 6, 2005 - June 30, 2009

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
NEW YORK, NY
Past

November 1, 1994 - April 19, 2005

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE

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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(10/31/2024)
RR
Massachusetts
(11/17/2020)
RR
North Carolina
(11/16/2011)
IAR
North Carolina
(3/31/2025)
RR
Ohio
(1/23/2019)
RR
Texas
(11/17/2020)
IAR
Texas
(3/31/2025)
RR
Utah
(11/17/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/29/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/3/2005
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/19/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/31/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/26/1997
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/12/1997
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/30/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
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.

Company Information

STRATEGIC ADVISERS LLC

Market LeaderCRD#: 104555Chapel Hill, NC

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Contact information

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xxxxx@xxxx.xxx

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