Charles F. Culver

MARTELLO RETIREMENT AND WEALTH

VIRGINIA BEACH, VA 23454

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CRD#: 6762081

Professional summary

Charles Frederick Culver, CFP®, who also goes by Charlie Culver, is a registered financial advisor currently at MARTELLO RETIREMENT AND WEALTH, LLC located in Virginia Beach, Virginia.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Charles has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charlie Culver

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.

Bankers Healthcare Group; Investment related: No; Location: 3700 Lakeside Drive Miramar, FL 33027; Description: Bankers Healthcare Group provides healthcare professionals with medical practice financing & healthcare professional loans.; Position Title: Software Engineer; Responsibilities Duties: Writing software; Start date with business: 2021-03-22; Hours devoted to business during trading hours: 97; Hours devoted to business outside trading hours: 63;Percentage of total yearly compensation expected to be derived from the business: 75.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Frederick Culver'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^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 28, 2017 - Present

MARTELLO RETIREMENT AND WEALTH, LLC

Office #1: 200 Bendix Rd Suite 170, Virginia Beach, VA 23454

RIA

CRD#: 287730

VIRGINIA BEACH, VA

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

Florida
(7/13/2022)

IAR

Texas
(4/5/2024)

IAR

Virginia
(3/28/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/3/2015

Uniform Investment Adviser Law Examination

Current Firm

MARTELLO RETIREMENT AND WEALTH, LLC

MARTELLO INVESTMENTS, LLC | MARTELLO RETIREMENT AND WEALTH, LLC

CRD#: 287730 / SEC#:

Florida

Registered Investment Advisory firm - (7/13/2022 Approved)

Texas

Registered Investment Advisory firm - (4/5/2024 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/28/2017 Approved)

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Contact information

Main Address

200 Bendix Rd Suite 170, Virginia Beach, VA 23454

Mailing Address

Phone number

(757) 664-9400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 30,084,533

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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Charles F. Culver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Frederick Culver's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARTELLO RETIREMENT AND WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2015

Current Firm

MARTELLO RETIREMENT AND WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MARTELLO RETIREMENT AND WEALTH, LLC

TRUST BUT VERIFY

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