Silver Grove Advisory Services
39yrs
Top advisor by experience in Saranac Lake
31yrs
Emily Louise Martz
Financial advisor at Cetera Investment Advisers
At a glance
Experience31 years (since 1995)
How that compares ?Top 15% by experience nationwide
OfficeSaranac Lake, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Uniform Combined State Law Examination
Career
- Jan 2026 – nowCetera Investment Advisers LLCCurrent firm
- Apr 2002 – Mar 2003Putnam Investment Management, LLCPreviously
Questions to ask Emily
Tailored to Emily’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Emily
How do I contact Emily?
Call Cetera Investment Advisers at 310-257-7880 and ask for Emily Louise Martz. Emily works from the Saranac Lake, NY office.
How long has Emily been a financial advisor?
Emily has been in the industry since 1995, about 31 years. Top 15% by experience nationwide.
What licenses does Emily hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Emily a fiduciary?
Emily is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Emily paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Emily for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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