Martin E. Burger

BATTALION ASSET MANAGEMENT

Green Cove Springs, FL

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CRD#: 2019331

Professional summary

Martin Edward Burger, who also goes by Marty Burger, is a registered financial advisor currently at BATTALION ASSET MANAGEMENT, LLC located in Green Cove Springs, Florida.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Martin has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marty Burger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SELF EMPLOYED AS AN OPTOMETRIST AND LASIK SURGERY SPECIALIST; Non-Investment Related; Address: 301 W. Bay Street, Jacksonville, FL 32202; MANAGING MEMBER - SURGERY PROS LLC; Start Date: 1/2013; Number of hours per month to other business: 25 PER MONTH; Number of hours per month during trading hours: 25 per month; Independent Contracted Surgeon; LASIK Specialists LLC; Non-Investment Related; Address: 301 W. Bay Street, Jacksonville, FL 32202; Managing Member; Start Date: October 2013; Number of hours devoted to other business: 24 hours per month; Lasik medical practice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Edward Burger's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2023 - Present

BATTALION ASSET MANAGEMENT, LLC

RIA

CRD#: 324267

Green Cove Springs, FL

Past

April 5, 2023 - December 31, 2023

BATTALION ASSET MANAGEMENT, LLC

RIA

CRD#: 324267

GREEN COVE SPRINGS, FL

Past

March 21, 2013 - December 31, 2020

PHYSICIANS AND PROFESSIONALS WEALTH ADVISORS LLC

RIA

CRD#: 166654

GREEN COVE SPRINGS, FL

Past

August 25, 1997 - October 16, 1997

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

CRD#: 14538

TAMPA, FL

Past

October 22, 1993 - August 29, 1995

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

May 15, 1991 - October 29, 1991

FIRST AFFILIATED SECURITIES

CRD#: 23737

LA JOLLA, CA

Past

May 3, 1990 - September 24, 1990

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

December 21, 1989 - March 27, 1990

MACK INVESTMENT SECURITIES, INC.

CRD#: 17643

NORTHFIELD, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/14/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/8/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/16/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/20/1991

General Securities Principal Examination

Current Firm

BATTALION ASSET MANAGEMENT, LLC

CRD#: 324267 / SEC#:

Florida

Registered Investment Advisory firm - (4/5/2023 Approved)

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Contact information

Main Address

Green Cove Springs, FL

Mailing Address

Phone number

(904) 586-3226

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Martin E. Burger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin Edward Burger's CRS (Customer Relationship Summary).

Certified licenses

Experience

BATTALION ASSET MANAGEMENT, LLC

PHYSICIANS AND PROFESSIONALS WEALTH ADVISORS LLC

FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED

FIRST AFFILIATED SECURITIES

FIRST AFFILIATED SECURITIES

A. G. EDWARDS & SONS, INC.

MACK INVESTMENT SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/14/2013

Series 63

Date: 5/8/1990

Series 7

Date: 12/16/1989

Series 24

Date: 6/20/1991

Current Firm

BATTALION ASSET MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

BATTALION ASSET MANAGEMENT, LLC

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