Martin E. Paul
Professional summary
Martin Eugene Paul is a registered financial advisor currently at BRIGHT FUTURES WEALTH MANAGEMENT, LLC located in South Easton, Massachusetts and SILVER OAK SECURITIES, INCORPORATED located in South Easton, Massachusetts.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. Martin has worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martin Eugene Paul's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2017 - Present
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Office #1: 43 Caroline Road, South Easton, MA 02375-1511November 5, 2025 - Present
SILVER OAK SECURITIES, INCORPORATED
March 21, 2024 - November 12, 2025
CETERA INVESTMENT ADVISERS LLC
January 1, 2004 - March 21, 2024
CETERA ADVISORS LLC
January 1, 2004 - November 12, 2025
CETERA ADVISORS LLC
January 12, 2002 - January 1, 2004
VESTAX SECURITIES CORPORATION
December 17, 1999 - January 1, 2004
VESTAX SECURITIES CORPORATION
May 21, 1997 - December 16, 1999
SII INVESTMENTS, INC.
March 29, 1994 - September 9, 1994
BANNER FINANCIAL SERVICES GROUP
January 25, 1994 - May 16, 1997
MARINER FINANCIAL SERVICES, INC.
May 9, 1990 - December 31, 1993
POLARIS FINANCIAL SERVICES, INC.
February 18, 1986 - July 25, 1989
COMMONWEALTH FINANCIAL NETWORK
September 28, 1984 - February 5, 1986
CARDELL & ASSOCIATES, INCORPORATED
July 5, 1974 - September 17, 1984
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
July 5, 1974 - September 17, 1984
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920 / SEC#: 801-108869
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/5/2025)
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(11/5/2025)
(2/13/2017)
(11/5/2025)
(11/5/2025)
(11/5/2025)
(11/5/2025)
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(11/5/2025)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 1
Date: 6/29/1974
Registered Representative ExaminationFINRA
Current Firm
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920 / SEC#: 801-108869
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,404 |
| AUM (Assets Under Management) | $ 254,375,637 |
Red Flags
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Company Information
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920South Easton, MA 02375-1511TRUST BUT VERIFY
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