Samuel Craig Benson
Investment Adviser Representative at Martin Wealth Solutions
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Craig Benson is an investment adviser representative with Martin Wealth Solutions in Christiansburg, VA, where they have been registered since 2022. They have worked in the securities industry since 2015 and were previously registered with Morgan Stanley. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AllState Insurance CompanyJul 2006 – Apr 2017Roanoke, VA
- Benson Insurance Services LLCMar 2015 – Apr 2017Roanoke, VA
- THE O.N. Equity Sales CompanyApr 2017 – Oct 2017Cincinnati, OH
- Morgan StanleyNov 2017 – Feb 2022Roanoke, VA
- UnemployedOct 2017 – Nov 2017Roanoke, VA
- Morgan Stanley Private Bank, National AssociationDec 2017 – Feb 2022New York, NY
- Martin Wealth SolutionsFeb 2022 – no end date reportedRoanoke, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Martin Wealth Solutions
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0175
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, tax reduction strategies, investment management (using low-cost index funds, tax-efficient portfolios, and evidence-based asset allocation), income planning, Social Security guidance, and healthcare planning through the SmartWealth System™.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Christiansburg, VA
- SEC file number:
- 801-126115
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at Martin Wealth Solutions
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Samuel Craig Benson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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