Martin Charles Lougen

Silver Grove Advisory Services

27 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Silver Grove Advisory Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,930 clients

Average Client Portfolio

$169K average

Assets Under Management

$326.6M

Fee Structure

Location

400 Sterling Drive, Orchard Park, NY, 14127

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History

Regulatory History (1)

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Customer Dispute

October 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Martin is involved in numerous real estate rental businesses and property management, as well as owning a pub/restaurant. He also provides investment advisory services through Silver Grove Advisory Services Inc, spending about half his time on this activity, and is an agent for non-variable insurance, dedicating a few hours per week.

Employment History

Current Registrations

Silver Grove Advisory Services

August 2021 - Present · 4 yrs 6 mos

LPL Financial LLCBroker

December 2013 - Present · 12 yrs 2 mos

Previous Registrations

Metlife Securities INC.Broker

December 2005 - December 2013 · 8 yrs

Metropolitan Life Insurance CompanyBroker

December 2005 - July 2007 · 1 yr 7 mos

Citistreet Equities LLCBroker

July 1999 - December 2005 · 6 yrs 5 mos

MML Investors Services, INC.Broker

August 1997 - November 1998 · 1 yr 3 mos

State Registrations3 states

FLNCNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.