Craig Martz

CRD 4203064 · Fidelity Brokerage Services LLC · Jacksonville, FL

IA RegisteredBroker

Also appears in the source record as: Craig Arnold Martz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 65Series 63Series 66Series 26SIESeries 7
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Wellington, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Wellington, FL · BD capacity

Jun 7, 2021 → present
Fidelity Brokerage Services LLCCurrent
Jacksonville, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jun 16, 2021 → Mar 31, 2025
Td Ameritrade Investment Management, LLC
IA capacity

Aug 13, 2020 → Apr 27, 2021
Td Ameritrade, Inc.
IA capacity

Aug 11, 2020 → Apr 27, 2021
Td Ameritrade, Inc.
BD capacity

Jun 3, 2020 → Apr 27, 2021
Axa Advisors, LLC
IA capacity

Sep 18, 2019 → May 22, 2020
Axa Advisors, LLC
BD capacity

Aug 15, 2019 → May 22, 2020
Transamerica Retirement Advisors, LLC
IA capacity

Mar 24, 2015 → Aug 12, 2019
Transamerica Investors Securities Corporation
BD capacity

Apr 29, 2011 → Aug 12, 2019
Next Financial Group, Inc.
IA capacity

Mar 2, 2007 → Jan 12, 2011
Next Financial Group, Inc.
BD capacity

Jan 19, 2007 → Jan 12, 2011
Waddell & Reed, Inc.
BD capacity

Aug 3, 2000 → Jan 23, 2007
Waddell & Reed, Inc.
IA capacity

Oct 3, 2000 → Dec 31, 2006

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 4203064 ↗ FINRA BrokerCheck record for CRD 4203064 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.