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Samuel C. Benson

MARTIN WEALTH SOLUTIONS
Christiansburg, VA 24073
Some features on this profile are disabled
CRD#: 6305225
SB

Professional summary

Samuel Craig Benson is a registered financial advisor currently at MARTIN WEALTH SOLUTIONS located in Christiansburg, Virginia.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Samuel has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

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.
* 413191 - Chase Staffing; Investment related No; Roanoke, VA; Staffing Company; Employee (proprietor, partner, officer, director, employee, trustee, agent); Oct 2020; During business hours: 0; After business hours: 10; Labor/Service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Craig Benson'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

Experience

Current

March 3, 2022 - Present

MARTIN WEALTH SOLUTIONS

Office #1: 1055 W Main Street, Christiansburg, VA 24073
RIA
CRD#: 283428
Christiansburg, VA
Past

December 26, 2017 - March 14, 2022

MORGAN STANLEY

RIA
CRD#: 149777
ROANOKE, VA
Past

December 22, 2017 - March 14, 2022

MORGAN STANLEY

BD
CRD#: 149777
ROANOKE, VA
Past

April 13, 2017 - September 28, 2017

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Roanoke, VA
Past

September 8, 2016 - April 7, 2017

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Roanoke, VA
Past

March 10, 2014 - March 11, 2015

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
ROANOKE, VA

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".
MW
MARTIN WEALTH SOLUTIONS
MARTIN WEALTH SOLUTIONS | NEW RIVER FINANCIAL GROUP, LLC

CRD#: 283428 / SEC#: 801-126115

RIA
Registered Investment Advisory firm - (7/29/2022 Approved)
Virginia
Registered Investment Advisory firm - (4/5/2023 Terminated)

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
Virginia
(3/3/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/7/2014
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: 12/22/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/10/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MW
MARTIN WEALTH SOLUTIONS
MARTIN WEALTH SOLUTIONS | NEW RIVER FINANCIAL GROUP, LLC

CRD#: 283428 / SEC#: 801-126115

RIA
Registered Investment Advisory firm - (7/29/2022 Approved)
Virginia
Registered Investment Advisory firm - (4/5/2023 Terminated)
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Contact information

Main Address
1055 W Main Street, Christiansburg, VA 24073
Mailing Address
Phone number
(540) 639-4810
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (4 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

FORM ADV PART 2 (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,495
AUM (Assets Under Management)$ 276,562,734

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

MARTIN WEALTH SOLUTIONS

CRD#: 283428Christiansburg, VA 24073

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