MM
Michael P. Mccumiskey
AVANTAX PLANNING PARTNERS
Parsippany, NJ 07054
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CRD#: 4753009
MM
Professional summary
Michael Patrick Mccumiskey, who also goes by P Mcmichael, Michael P Mccumiskey, Mike P Mccumiskey, Mike Mccumiskey, is a registered financial advisor currently at AVANTAX PLANNING PARTNERS, INC. located in Parsippany, New Jersey and CETERA INVESTMENT ADVISERS LLC located in Parsippany, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
P Mcmichael | Michael P Mccumiskey | Mike P Mccumiskey | Mike Mccumiskey
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) AVANTAX PLANNING PARTNERS POSITION: Independent Advisor Rep. NATURE: Investment planning and retirement planning as well as tax planning. This is provided to individuals and small businesses. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/31/2023 ADDRESS: 20 Haven Esplanade, Staten Island NY 10301, United States DESCRIPTION: 1) Meet with clients2) Advise on investment options3) Respond to client questions/concerns4) Prepare financial statements5) Prepare estimated tax paymentsAll investment will be completed through Avantax 2) MPM ADVISORY, LLC POSITION: Owner NATURE: Provide outsourced accounting support to small and medium sized businesses. INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2024 ADDRESS: 20 Haven Esplanade, Staten Island NY 10301, United States DESCRIPTION: Provide accounting support Provide support for company under audit Provide Accounts payable and accounts receivable support Provide tax preparation support
CRS (Client Relationship Summary) - RIA
Click below to view Michael Patrick Mccumiskey'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
April 28, 2023 - Present
AVANTAX PLANNING PARTNERS, INC.
Office #1: 600 Parsippany Rd. Suite 206, Parsippany, NJ 07054RIA
CRD#: 106237
Parsippany, NJ
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 600 Parsippany Rd. Suite 206, Parsippany, NJ 07054RIA
CRD#: 105644
PARSIPPANY, NJ
Past
March 27, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Parsippany, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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(9/21/2023)
IAR
New York(4/28/2023)
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
