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Charles Frederick Culver

Martello Retirement And Wealth, LLC

Virginia Beach, VA

CRD 6762081

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Employer firm

Martello Retirement And Wealth, LLC CRD 287730

$34.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • SIGNAL PROVIDER SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Martello Retirement And Wealth, Llc

200 Bendix Rd Suite 170, Virginia Beach, VA 23454 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-12
TX RA APPROVED_RES 2024-04-05
VA RA APPROVED 2017-03-28
  • FL RA
    APPROVED
    Since 2025-12-12
  • TX RA
    APPROVED_RES
    Since 2024-04-05
  • VA RA
    APPROVED
    Since 2017-03-28

Branch Locations

200 Bendix Rd Suite 170, Virginia Beach, VA 23454 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Martello Investments Norfolk VA 02/2017 Present
Vantage Consulting Group Virginia Beach VA 05/2004 04/2017
Stratuslive Virginia Beach VA 09/2018 03/2021
Bankers Healthcare Group Miramar FL 03/2021 03/2023
  • 02/2017 → Present
    Martello Investments
    Norfolk, VA
  • 05/2004 → 04/2017
    Vantage Consulting Group
    Virginia Beach, VA
  • 09/2018 → 03/2021
    Stratuslive
    Virginia Beach, VA
  • 03/2021 → 03/2023
    Bankers Healthcare Group
    Miramar, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-03
  • S65 Uniform Investment Adviser Law Examination
    2015-09-03
Designations
  • Certified Financial Planner
Other Names
  • Charlie Culver

View on SEC IAPD

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Nearby Investors

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ADAM THOMAS REX

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA

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