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Edward Papier

CIMA®
AMADEUS WEALTH ALTERNATIVES
HACKENSACK, NJ
·CRD# 1506182·40 years experience

Professional Summary

Edward Papier, CIMA®, who also goes by Ed Papier, Edward Nmn Papier, is a registered financial advisor currently at AMADEUS WEALTH ALTERNATIVES, INC. located in Hackensack, New Jersey. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Edward has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ed Papier, Edward Nmn Papier

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CIMA®
Certified Investment Management Analyst

Years of Experience

40 years in the financial services industry

Current & Past Employments

AMADEUS WEALTH ALTERNATIVES, INC.·CRD# 170408
RIA
Continental Plaza 411 Hackensack Ave. Ste. 200, Hackensack, NJ, 07601
February 18, 2021 - Present
AMADEUS WEALTH ALTERNATIVES, INC.·CRD# 170408
RIA
New York, NY
March 10, 2017 - December 31, 2020
QUICK & REILLY, INC.·CRD# 11217
BD
New York, NY
April 25, 2001 - April 24, 2002
SUMMIT FINANCIAL SERVICES GROUP, INC.·CRD# 7246
BD
Bethlehem, PA
September 18, 2000 - April 25, 2001
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Windsor, CT
June 22, 1995 - September 22, 1998
MONARCH SECURITIES, INC.·CRD# 2809
BD
September 28, 1987 - July 19, 1988
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
May 20, 1986 - June 22, 1995

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Current Firm

AW
AMADEUS WEALTH ALTERNATIVES, INC.

AMADEUS WEALTH ADVISORS | SPENCER PIERCE WEALTH MANAGEMENT, LLC | SPENCER PIERCE WEALTH MANAGEMENT | PAPIER, EDWARD | AMADEUS WEALTH ALTERNATIVES, LLC | AMADEUS WEALTH ALTERNATIVES, INC. | AMADEUS WEALTH ADVISORS LLC

CRD#: 170408 / SEC#: 801-79213
RIA
Registered Investment Advisory firm - SEC (8/11/2022 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (8/10/2022 Approved)
New York
Registered Investment Advisory firm - New York (9/8/2022 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Continental Plaza 411 Hackensack Ave. Ste. 200, Hackensack, NJ, 07601

Phone Number

(212) 697-3930

# of Employees

1

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

31

AUM (Assets Under Management)

$102,058,405

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LIVINGSTON WEALTH MANAGEMENT LLC 354 EISENHOWER PARKWAY, LIVINGSTON NJ 07039 01/2000 - PRESENT / POSITION: CFP NON INVESTMENT RELATED

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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.
IAR
New Jersey
(8/11/2022)
IAR
New York
(9/8/2022)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1986About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed May 1986About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Edward Papier's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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