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MP

Martin E. Paul

BRIGHT FUTURES WEALTH MANAGEMENT
South Easton, MA 02375-1511
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CRD#: 358209
MP

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
1. Martin Paul & Associates, Is Investment Related,"43 Caroline Rd, , South Easton, MA, 02375, United States", DBA for Independent Financial Professional,Owner,4/1/1987,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for Independent Financial Professional 2. "VFW Post 2547 North Easton, MA",Is Not Investment Related,"61 Rockland Street, , North Easton, MA, 02334, United States", Non-Profit, Service Officer,9/1/2023,10 hours per month,0 hours per month during trading hours, No Compensation Compensation, Helping Veterans 3. "American Legion Post 7 North Easton, MA",Is Not Investment Related,"61 Rockland Street, , North Easton, MA, 02334, United States", Non-Profit, Service Officer,9/1/2023,10 hours per month,0 hours per month during trading hours, No Compensation Compensation, Helping Veterans 4. Martin E. Paul, Is Not Investment Related,"43 Caroline Road, , South Easton, MA, 02375, United States", Real Estate Sales, Real Estate Broker,12/1/1979,5 hours per month,0 hours per month during trading hours, Commission Compensation, Real Estate Sales 5. Bright Futures Wealth Management ,Is Investment Related,"43 Caroline Road, , South Easton, MA, 02375, United States", Insurance Producer and Financial Services,04/30/1987,160 hours per month, 120 hours per month during trading hours, Fee based Compensation, Insurance Producer and Financial Services

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Martin Eugene Paul's CRS (Customer Relationship Summary).
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

February 13, 2017 - Present

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Office #1: 43 Caroline Road, South Easton, MA 02375-1511
RIA
CRD#: 284920
South Easton, MA
Current

November 5, 2025 - Present

SILVER OAK SECURITIES, INCORPORATED

RIA
BD
CRD#: 46947
South Easton, MA
Past

March 21, 2024 - November 12, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SOUTH EASTON, MA
Past

January 1, 2004 - March 21, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
SOUTH EASTON, MA
Past

January 1, 2004 - November 12, 2025

CETERA ADVISORS LLC

BD
CRD#: 10299
SOUTH EASTON, MA
Past

January 12, 2002 - January 1, 2004

VESTAX SECURITIES CORPORATION

RIA
CRD#: 10332
BROCKTON, MA
Past

December 17, 1999 - January 1, 2004

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

May 21, 1997 - December 16, 1999

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

March 29, 1994 - September 9, 1994

BANNER FINANCIAL SERVICES GROUP

BD
CRD#: 22886
ROCKVILLE, MD
Past

January 25, 1994 - May 16, 1997

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

May 9, 1990 - December 31, 1993

POLARIS FINANCIAL SERVICES, INC.

BD
CRD#: 14521
CONCORD, NH
Past

February 18, 1986 - July 25, 1989

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

September 28, 1984 - February 5, 1986

CARDELL & ASSOCIATES, INCORPORATED

BD
CRD#: 7700
Past

July 5, 1974 - September 17, 1984

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

July 5, 1974 - September 17, 1984

SIGNATOR INVESTORS, INC.

BD
CRD#: 468

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP

CRD#: 284920 / SEC#: 801-108869

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/5/2025)
RR
Arizona
(11/5/2025)
RR
Florida
(11/5/2025)
IAR
Massachusetts
(2/13/2017)
RR
Massachusetts
(11/5/2025)
RR
New Hampshire
(11/5/2025)
RR
New Jersey
(11/5/2025)
RR
New York
(11/5/2025)
RR
Rhode Island
(11/5/2025)
RR
Virginia
(11/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/24/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/29/1974
Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm


BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP

CRD#: 284920 / SEC#: 801-108869

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information


Main Address
1630 Empire Blvd. Suite 100, Webster, NY 14580
Mailing Address
Phone number
(585) 231-1595
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (21 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-BRIGHT FUTURES WEALTH MANAGEMENT, LLC (11/11/2025)

Regulatory assets under management


Total Number of Accounts1,404
AUM (Assets Under Management)$ 254,375,637

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.

Company Information


BRIGHT FUTURES WEALTH MANAGEMENT, LLC

CRD#: 284920South Easton, MA 02375-1511

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