Elizabeth A. Emr

SIGNATURE WEALTH MANAGEMENT PARTNERS

Montvale, NJ 07645

Some features on this profile are disabled

CRD#: 1001109

Professional summary

Elizabeth Ann Emr, who also goes by Betty Larson, is a registered financial advisor currently at SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC located in Montvale, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Montvale, New Jersey.

Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Elizabeth has worked at 11 firms and has passed the Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Betty Larson

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.) Emr Management, LLC: 6/21/2013 start date. Business Entity for accounting and tax purposes only - Non Investment Related. At Reporting Business Location(s) - Member of LLC with the purpose of employee payroll, benefit administration and ongoing business expense management - 1% time spent. 2.) Non-Variable Insurance - 8/1/16 start date. Investment Related - At Reported Business Location(s) - Agent - 4 hr/month; 4 hours during securities trading. Includes life, disability, longterm care. 3.) Signature Wealth Management Partners, LLC. Investment Related. At Registered Branch Location. RIA. Managing Member and Wealth Advisor. 09/2018. 160 Hrs/Mo; All During Trading Hours. Develop, Implement, and Manage Risk-Based Investment Portfolios.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Emr'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

October 4, 2018 - Present

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

Office #1: 85 Chestnut Ridge Road Suite 201, Montvale, NJ 07645

RIA

CRD#: 298315

Montvale, NJ

Current

September 14, 2018 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 85 Chestnut Ridge Road Suite 201, Montvale, NJ 07645

CRD#: 35747

Montvale, NJ

Past

June 14, 2002 - September 21, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

MONTVALE, NJ

Past

September 18, 1998 - September 21, 2018

LPL FINANCIAL LLC

CRD#: 6413

MONTVALE, NJ

Past

August 17, 1993 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

CRD#: 10518

MINNEAPOLIS, MN

Past

June 21, 1990 - October 13, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 21, 1990 - October 13, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

April 19, 1988 - July 9, 1990

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

November 12, 1987 - April 22, 1988

PHILIPS, APPEL & WALDEN, INC.

CRD#: 659

Past

September 2, 1982 - November 13, 1987

INVESTORS ASSOCIATES, INC.

CRD#: 958

Past

April 19, 1982 - July 25, 1983

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Past

August 28, 1981 - August 19, 1982

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

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".

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 298315 / SEC#: 801-113932

RIA

Registered Investment Advisory firm - (9/4/2018 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.

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

Arizona
(9/14/2018)

California
(9/14/2018)

Florida
(9/14/2018)

Massachusetts
(9/14/2018)

New Hampshire
(9/14/2018)

New Jersey
(9/14/2018)

IAR

New Jersey
(10/4/2018)

New York
(9/14/2018)

North Carolina
(9/14/2018)

Pennsylvania
(9/14/2018)

South Carolina
(9/14/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 5/8/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/26/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/16/1982

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/19/1981

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

CRD#: 298315 / SEC#: 801-113932

RIA

Registered Investment Advisory firm - (9/4/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

85 Chestnut Ridge Road Suite 201, Montvale, NJ 07645

Mailing Address

Phone number

(201) 505-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC DISCLOSURE BROCHURE (3/27/2025)

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	940
AUM (Assets Under Management)	$ 387,095,813

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.

Similar Advisors

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Anita Srivastava

MORGAN STANLEY

IAR

Paramus, NJ

Brian Marchini

LPL ENTERPRISE, LLC

IAR

White Plains, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Elizabeth A. Emr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth Ann Emr's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERICAN EXPRESS SERVICE CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

GRUNTAL & CO., L.L.C.

PHILIPS, APPEL & WALDEN, INC.

INVESTORS ASSOCIATES, INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CARDELL & ASSOCIATES, INCORPORATED

Primary Firm SEC Registration

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/8/1989

SIE

Date: 10/1/2018

Series 31

Date: 8/26/2003

Series 7

Date: 10/16/1982

Series 6

Date: 8/19/1981

FINRA

Current Firm

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors