EM
EM
Emily Martz
8 Years of Experience
Saranac Lake, NY
Broker
Emily Martz is a registered investment advisor at Cetera Investment Advisers LLC, based in Saranac Lake, NY, with 8 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
Saranac Lake, NY
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2026 - Present · 4 mos
Cetera Financial Specialists LLCBroker
November 2025 - Present · 6 mos
Previous Registrations
Planco Financial Services, INC.Broker
June 2003 - August 2005 · 2 yrs 2 mos
Putnam Investment Management, LLC
April 2002 - March 2003 · 11 mos
Putnam Retail Management Limited PartnershipBroker
January 2000 - March 2003 · 3 yrs 2 mos
Pruco Securities CorporationBroker
December 1995 - June 1998 · 2 yrs 6 mos
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.