Investment adviser representative · Family Wealth Consultants, Inc.
Peggy D. Martin
CRD 3004511 · San Jose, CA
At a glance
Peggy D. Martin is an investment adviser representative with Family Wealth Consultants, Inc. in San Jose, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Peggy’s SEC record dates to 1999, about 27 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firms
- Family Wealth Consultants, Inc.Since August 2005San Jose, CA · State-registered or not in the SEC’s list
- Fourstar Wealth Advisors, LLCSince September 2022Chicago, IL · $1.4B in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Peggy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Family Wealth Consultants, Inc.
- Craig L. MartinSan Jose · Certified Financial Planner, Chartered Financial Consultant
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