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Martin Paul

Silver Oak Securities, INC.
51 Years of Experience
South Easton, MA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Martin Paul is a registered investment advisor at Silver Oak Securities, INC., based in South Easton, MA, with 51 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
165 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

43 Caroline Road, South Easton, MA, 02375

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History

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.

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Other Business ActivitiesSells Insurance

Martin is a real estate broker since 1979 and has been involved with insurance and annuities since 1974, dedicating about half his time to it. He also owns Martin Paul and Associates, a financial services business, and is an investment advisor representative for Bright Futures Wealth Management, LLC, spending a significant amount of time on investment advising.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 11 mos
Bright Futures Wealth Management, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLCBroker
January 2004 - November 2025 · 21 yrs 10 mos
Cetera Advisors LLC
January 2004 - March 2024 · 20 yrs 2 mos
Vestax Securities Corporation
January 2002 - January 2004 · 2 yrs
Vestax Securities CorporationBroker
December 1999 - January 2004 · 4 yrs 1 mo
Sii Investments, INC.Broker
May 1997 - December 1999 · 2 yrs 7 mos
Banner Financial Services GroupBroker
March 1994 - September 1994 · 6 mos
Mariner Financial Services, INC.Broker
January 1994 - May 1997 · 3 yrs 4 mos
Polaris Financial Services, INC.Broker
May 1990 - December 1993 · 3 yrs 7 mos
Commonwealth Equity Services, INC.Broker
February 1986 - July 1989 · 3 yrs 5 mos
Cardell & Associates, IncorporatedBroker
September 1984 - February 1986 · 1 yr 5 mos
John Hancock Distributors, INC.Broker
July 1974 - September 1984 · 10 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
July 1974 - September 1984 · 10 yrs 2 mos
State Registrations9 states
ALAZFLMANHNJNYRIVA
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.
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