Martin Sergi (CRD# 7377857) is an Investment Advisor Representative working at Strategic Blueprint, LLC in North Charleston, SC and has 1 year of experience in the finance industry. Martin Sergi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Blueprint, LLC | Atlanta, GA | May 2021 - Current | 3 |
| Phoenix Recycling Group, LLC | Jacksonville, FL | Jun 2018 - Current | 5 |
| Cornerstone Wealth Advisory Group/bee Street Advisors | North Charleston, SC | Dec 2017 - Current | 6 |
| Uber | Charleston, SC | Apr 2017 - Mar 2020 | 2 |
| Viva Recycling Group, LLC | Moncks Corner, SC | Feb 2011 - Nov 2017 | 6 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- SC
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Total Assets Under Management2,173MILLIONS
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Total Number of Accounts8,013ACCOUNTS
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Average Account Value$271,157
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