Craig J. Salmon
STRATEGIC ADVISERS | Planning Consultant
SANDIA PARK, NM
Some features on this profile are disabled
CRD#: 6226874
Professional summary
Craig J. Salmon, who also goes by Craig Joseph Salmon, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sandia Park, New Mexico and FIDELITY BROKERAGE SERVICES LLC located in Albuquerque, New Mexico.
Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Craig has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Biography
I work together with my clients to understand their financial picture in order to help build a financial plan that will strive to help them work toward their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Craig Joseph Salmon
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.
CRS (Client Relationship Summary) - RIA
Click below to view Craig J. Salmon's 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®
NoneEducation
Adams State College
Bachelor of Science (BS) - Finance
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413RIA
CRD#: 104555
SANDIA PARK, NM
Current
June 10, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413BD
CRD#: 7784
ALBUQUERQUE, NM
Past
June 16, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALBUQUERQUE, NM
Past
March 8, 2017 - June 10, 2021
MORGAN STANLEY
RIA
CRD#: 149777
DURANGO, CO
Past
March 8, 2017 - June 10, 2021
MORGAN STANLEY
BD
CRD#: 149777
DURANGO, CO
Past
June 19, 2014 - June 15, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWOOD VILLAGE, CO
Past
September 30, 2013 - June 8, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
GREENWOOD VILLAGE, CO
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
Alabama(1/7/2022)
RR
Arizona(6/10/2021)
RR
Arkansas(1/7/2022)
RR
California(1/7/2022)
RR
Colorado(6/10/2021)
RR
Florida(1/7/2022)
RR
Idaho(1/7/2022)
RR
Illinois(1/7/2022)
RR
Iowa(1/7/2022)
RR
Kansas(1/7/2022)
RR
Kentucky(1/7/2022)
RR
Maryland(1/7/2022)
RR
Massachusetts(1/7/2022)
RR
Missouri(1/7/2022)
RR
Nebraska(1/7/2022)
RR
Nevada(1/7/2022)
RR
New Mexico(6/10/2021)
IAR
New Mexico(3/31/2025)
RR
New York(1/7/2022)
RR
North Carolina(1/7/2022)
RR
Oklahoma(1/7/2022)
RR
Oregon(1/7/2022)
RR
Tennessee(1/7/2022)
RR
Texas(6/10/2021)
IAR
Texas(3/31/2025)
RR
Utah(1/7/2022)
RR
Virginia(1/7/2022)
RR
Washington(1/7/2022)
RR
Wisconsin(1/7/2022)
RR
Wyoming(1/7/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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 |
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.
