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Charles Frederick Culver

Charles F. Culver

MARTELLO RETIREMENT AND WEALTH
VIRGINIA BEACH, VA 23454
Some features on this profile are disabled
CRD#: 6762081
Charles Frederick Culver

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/3/2015
Uniform Investment Adviser Law Examination

Current Firm

MR
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts36
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.

Company Information

MARTELLO RETIREMENT AND WEALTH, LLC

CRD#: 287730Virginia Beach, VA 23454

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