Martin Lowenthal, financial advisor Needham MA

Martin Lowenthal

CRD Number: 4123720
Current Firm: Park Avenue Securities LLC

Martin’s mission is to help individuals, families and business owners achieve financial confidence. He helps his clients maximize wealth by debunking common financial myths, eliminating guesswork and chasing rates of return whilst aiming to reduce risk and achieve tax efficiency. Martin’s philosophy is that the scarcity paradigm many boomers are facing can be easily avoided. Martin Lowenthal was one of the youngest members of the Johannesburg Stock Exchange at 23 and one of the founding members of the equity options, financial futures and commodity exchanges in South Africa. Martin spent 10 years as a partner at a boutique investment bank where he oversaw the nationwide trading desk. The firm also helped small to medium size enterprises access capital with mezzanine finance, IPO and asset securitization. Martin has a Bachelor of Commerce from the University of Cape Town as well as an MS in Investment Management from Boston University. Martin is an active angel investor and sponsor of Boston Harbor Angels. Martin is an executive board member of the JNF, Jewish National Fund in the New England Zone. He is also a member of the MDRT, Million Dollar Round Table. Martin holds FINRA 7, 63 & 65 licenses,CLU® (Chartered Life Underwriter), ChFC® Chartered Financial Consultant), CLTC (Corporation for Long Term Care Certification) as well as Life, accident and health insurance. Martin lives in Newton, MA with his wife Laura and three daughters.

Registered Representative, a Financial Advisor of Park Avenue Securities LLC (PAS) and a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect wholly owned subsidiary of Guardian. The Bulfinch Group in not an affiliate or subsidiary of PAS or Guardian.  Life insurance offered through The Bulfinch Group Insurance Agency Inc., an affiliate of The Bulfinch Group, Inc.  The Bulfinch Group is not licensed to sell insurance.

PAS is a member FINRA (http://www.finra.org)SIPC. (http://www.sipc.org/)   2016-26898  Exp 10/18. 

Important Disclosures (https://www.guardianlife.com/disclosures)

Check the background of your financial professional on FINRA's BrokerCheck (http://brokercheck.finra.org/

CONTACT
Similar Advisors
Peter Canniff, financial advisor Needham MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Jamie Upson, financial advisor Needham MA
Jamie A. Upson
CRD# 4046712
Stonehearth Capital Management
Similar Advisors
Nancy Aadalen, financial advisor Needham MA
Nancy A. Aadalen
CRD# 2086353
Fidelity Personal And Workplace Advisors
Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Company Needham, MA Mar 2010 - Current 14
Park Avenue Securities Needham, MA Mar 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Martin F. Lowenthal
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CT
  • DC
  • FL
  • LA
  • MD
  • MA
  • NY
  • PA
  • WA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Firm Disclaimer:

Registered Representative, a Financial Advisor of Park Avenue Securities LLC (PAS) and a Financial Representative of The Guardian Life Insurance Company of America, New York, NY. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. PAS is an indirect wholly owned subsidiary of Guardian. The Bulfinch Group in not an affiliate or subsidiary of PAS or Guardian.  Life insurance offered through The Bulfinch Group Insurance Agency Inc., an affiliate of The Bulfinch Group, Inc.  The Bulfinch Group is not licensed to sell insurance.

PAS is a member FINRA (http://www.finra.org)SIPC. (http://www.sipc.org/)   2016-26898  Exp 10/18. 

 

Important Disclosures (https://www.guardianlife.com/disclosures)

 

Check the background of your financial professional on FINRA's BrokerCheck (http://brokercheck.finra.org/)

 

Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. 

Ready to hire a financial advisor? Get competitive proposals from Martin Lowenthal and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.