ME
Michael E. Emr
SIGNATURE WEALTH MANAGEMENT PARTNERS
Montvale, NJ 07645
Some features on this profile are disabled
CRD#: 4289693
ME
Professional summary
Michael Erick Emr, who also goes by Michael Erick Emr, is a registered financial advisor currently at SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC located in Montvale, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Erick Emr
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.) Botwinick & Company, LLC - 12/2008 start date. Non-investment related. 365 W. Passaic Street, Suite 310, Rochelle Park, NJ 07662. Certified Public Accountant and Partner. 160 hours per month; 160 hours per month during trading hours. Management and accounting, audit and tax services. 2.) Procard Solutions, LLC - 11/2011 start date. Non-investment related. At registered branch location. Merchant service sales, credit card processing, Silent Investment Partners. 1 hours per month; 1 hours per month during trading hours. No duties. As of 12/2019, no longer actively conducting business operations. Dissolution pending the collection of account receivables. 3.) Botwinick Soundboard Investors, LLC - 7/2012 start date. Non-investment related. At registered branch location. Holding company for investments made in startup companies. Includes referral fees made to an unrelated credit card processing company. Passive investor of LLC. 2 hours per month; 2 hours per month during trading hours. 4) Spectum AI Investors LLC; Investment Related; At registered branch location. LLC for Private Equity Investments; Member; 6/1/2021; 0 hrs per month; 0 hrs during trading; LLC formation is for the purpose of private equity investments for the LLC members. No duties. 5) Residential Real Estate. Not Investment Related. 1000 N. Bay Ave, Unit 3M, Beach Haven NJ 08008. Owner. Start8/1/2021. 1 hour per month not during trading. Duties: Administrative, opening mail & accounting.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Erick Emr's 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®
NoneExperience
Current
October 4, 2018 - Present
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
Office #1: 85 Chestnut Ridge Road Suite 201, Montvale, NJ 07645Office #2: 365 West Passaic St. Suite 310, Rochelle Park, NJ 07662RIA
CRD#: 298315
Montvale, NJ
Past
September 14, 2018 - March 4, 2025
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Montvale, NJ
Past
July 6, 2015 - September 21, 2018
LPL FINANCIAL LLC
RIA
CRD#: 6413
ROCHELLE PARK, NJ
Past
February 1, 2001 - September 21, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
ROCHELLE PARK, NJ
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".
SW
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
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.Highlighted states indicate IAR registrations
IAR
New Jersey(10/4/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD#: 298315 / SEC#: 801-113932
RIA
Registered Investment Advisory firm - (9/4/2018 Approved)Upgrade to AdvisorCheck Premium
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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
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 940 |
| AUM (Assets Under Management) | $ 387,095,813 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
