Craig Martz

STRATEGIC ADVISERS

WELLINGTON, FL

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CRD#: 4203064

Professional summary

Craig Martz, CFP®, ChFC®, who also goes by Craig Arnold Martz, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wellington, Florida and FIDELITY BROKERAGE SERVICES LLC located in Jacksonville, Florida.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Craig has worked at 10 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Craig Arnold Martz

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 Martz'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

ChFC^®

Chartered Financial Consultant

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WELLINGTON, FL

Current

June 7, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246

CRD#: 7784

Jacksonville, FL

Past

June 16, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

JACKSONVILLE, FL

Past

August 13, 2020 - April 27, 2021

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Boca Raton, FL

Past

August 11, 2020 - April 27, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

BOCA RATON, FL

Past

June 3, 2020 - April 27, 2021

TD AMERITRADE, INC.

CRD#: 7870

BOCA RATON, FL

Past

September 18, 2019 - May 22, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

August 15, 2019 - May 22, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, FL

Past

March 24, 2015 - August 12, 2019

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA

CRD#: 107319

ST. PETERSBURG, FL

Past

April 29, 2011 - August 12, 2019

TRANSAMERICA INVESTORS SECURITIES, LLC

CRD#: 32205

ST. PETERSBURG, FL

Past

March 2, 2007 - January 12, 2011

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

MECHANICSBURG, PA

Past

January 19, 2007 - January 12, 2011

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

MECHANICSBURG, PA

Past

October 3, 2000 - December 31, 2006

WADDELL & REED

RIA

CRD#: 866

HARRISBURG, PA

Past

August 3, 2000 - January 23, 2007

WADDELL & REED

CRD#: 866

HARRISBURG, PA

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(6/7/2021)

Alaska
(6/7/2021)

Arizona
(6/7/2021)

Arkansas
(6/7/2021)

California
(6/7/2021)

Colorado
(6/7/2021)

Connecticut
(6/7/2021)

Delaware
(6/7/2021)

District of Columbia
(6/7/2021)

Florida
(6/7/2021)

IAR

Florida
(3/31/2025)

Georgia
(6/7/2021)

Hawaii
(6/7/2021)

Idaho
(6/7/2021)

Illinois
(6/7/2021)

Indiana
(6/7/2021)

Iowa
(6/7/2021)

Kansas
(6/7/2021)

Kentucky
(6/7/2021)

Louisiana
(6/7/2021)

Maine
(6/7/2021)

Maryland
(6/7/2021)

Massachusetts
(6/7/2021)

Michigan
(6/7/2021)

Minnesota
(6/7/2021)

Mississippi
(6/7/2021)

Missouri
(6/7/2021)

Montana
(6/7/2021)

Nebraska
(6/7/2021)

Nevada
(6/7/2021)

New Hampshire
(6/7/2021)

New Jersey
(6/7/2021)

New Mexico
(6/7/2021)

New York
(6/7/2021)

North Carolina
(6/7/2021)

North Dakota
(6/7/2021)

Ohio
(6/7/2021)

Oklahoma
(6/7/2021)

Oregon
(6/7/2021)

Pennsylvania
(6/7/2021)

Puerto Rico
(6/7/2021)

Rhode Island
(6/7/2021)

South Carolina
(6/7/2021)

South Dakota
(6/7/2021)

Tennessee
(6/7/2021)

Texas
(6/7/2021)

IAR

Texas
(3/31/2025)

Utah
(6/7/2021)

Vermont
(6/7/2021)

Virginia
(6/7/2021)

Washington
(6/7/2021)

West Virginia
(6/7/2021)

Wisconsin
(6/7/2021)

Wyoming
(6/7/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/7/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/18/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 8/15/2016

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

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

PREMIUM

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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)

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 Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Advisor Monitoring

Firm Stability Insights

Craig Martz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

TRANSAMERICA RETIREMENT ADVISORS, LLC

TRANSAMERICA INVESTORS SECURITIES, LLC

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2020

Series 63

Date: 3/20/2015

Series 66

Date: 8/18/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2000

Series 26

Date: 8/15/2016

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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