Martin Edward Burger

Employer firm

Battalion Asset Management, LLC CRD 324267

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → Present
  Lasik Specialists Llc
  Jacksonville, FL
• 01/2013 → 12/2020
  Physicians And Professionals Wealth Advisors Llc
  Jacksonville, FL
• 01/2013 → Present
  Surgery Pros Llc
  Green Cove Springs, FL
• 06/2022 → 12/2022
  Battalion Asset Management, Llc
  Green Cove Springs, FL
• 12/2022 → Present
  Battalion Asset Management, Llc
  Green Cove Springs, FL

Previous Registrations

• 2023-04-05 → 2023-12-31
  Battalion Asset Management, Llc
  Green Cove Springs, FL
• 2013-03-21 → 2020-12-31
  Physicians And Professionals Wealth Advisors Llc
  Green Cove Springs, FL
• 2013-03-21 → 2016-12-31
  Physicians And Professionals Wealth Advisors Llc
  Green Cove Springs, FL
• 2013-03-21 → 2014-12-31
  Physicians And Professionals Wealth Advisors Llc
  Green Cove Springs, FL

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-14
• S63 Uniform Securities Agent State Law Examination
  1990-05-08

Other Names

• Marty Burger