Celestin A. Martin
STRATEGIC ADVISERS LLC | Financial Consultant
ORLANDO, FL
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CRD#: 6372688
Professional summary
Celestin A. Martin, CFP®, who also goes by Celestin A Martin, Celestin Andronique Martin, Celestin Martin, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orlando, Florida and FIDELITY BROKERAGE SERVICES LLC located in The Villages, Florida.
Celestin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Celestin has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Biography
As a Financial Consultant at Fidelity my goal is to help my clients champion their finances. I will collaborate with you to build a plan defined by your goals. I'm committed to helping you with your unique financial situation that is clear, relevant, actionable. I'll work hard to find strategies that are right for you, your family and business. You'll benefit from Fidelity's client-centric approach to wealth management, one that's all about appreciation for our clients, transparency, and value.
Question & Answer
What are your service offerings?
Estate Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Celestin A Martin | Celestin Andronique Martin | Celestin Martin
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 Celestin A. Martin'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®
CFP®
Start date: 2016
Education
University of Georgia
Bachelor of Arts (BA) - Financial Planning
2011
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1057 Lake Sumter Landing, The Villages, FL 32162RIA
CRD#: 104555
ORLANDO, FL
Current
July 23, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1057 Lake Sumter Landing, The Villages, FL 32162BD
CRD#: 7784
THE VILLAGES, FL
Past
July 31, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
THE VILLAGES, FL
Past
October 4, 2017 - July 30, 2020
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Atlanta, GA
Past
October 4, 2017 - July 30, 2020
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Atlanta, GA
Past
August 26, 2016 - October 2, 2017
HENSSLER FINANCIAL
RIA
CRD#: 104545
KENNESAW, GA
Past
August 19, 2016 - September 5, 2017
ALPS DISTRIBUTORS, INC.
BD
CRD#: 16853
DENVER, CO
Past
April 22, 2016 - July 5, 2016
RETIREONE INVESTMENT SERVICES, LLC
BD
CRD#: 269923
FAIRFAX, VA
Past
October 28, 2014 - July 6, 2016
EDELMAN FINANCIAL SERVICES, LLC
RIA
CRD#: 113299
Fairfax, VA
Past
October 16, 2014 - April 22, 2016
SANDERS MORRIS LLC
BD
CRD#: 20580
FAIRFAX, 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".
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(1/17/2025)
RR
Arizona(1/17/2025)
RR
Arkansas(12/23/2021)
RR
California(2/12/2021)
RR
Colorado(3/4/2022)
RR
Connecticut(2/12/2021)
RR
Florida(7/23/2020)
IAR
Florida(3/31/2025)
RR
Georgia(7/23/2020)
RR
Hawaii(1/17/2025)
RR
Illinois(11/16/2020)
RR
Indiana(6/9/2021)
RR
Iowa(1/7/2025)
RR
Kansas(9/29/2023)
RR
Kentucky(1/11/2021)
RR
Maryland(7/8/2022)
RR
Massachusetts(7/23/2020)
RR
Michigan(7/23/2020)
RR
Minnesota(3/1/2024)
RR
Missouri(11/16/2020)
RR
Nevada(7/19/2024)
RR
New Jersey(7/23/2020)
RR
New York(7/23/2020)
RR
North Carolina(8/13/2021)
RR
Ohio(7/23/2020)
RR
Oklahoma(9/29/2023)
RR
Oregon(2/26/2021)
RR
Pennsylvania(7/23/2020)
RR
Tennessee(6/4/2021)
RR
Texas(7/8/2022)
IAR
Texas(3/31/2025)
RR
Utah(4/10/2024)
RR
Vermont(2/11/2025)
RR
Virgin Islands(1/17/2025)
RR
Virginia(5/6/2022)
RR
West Virginia(1/17/2025)
RR
Wisconsin(9/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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)Upgrade to AdvisorCheck 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
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Orlando, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
