Michael
Emr
Signature Wealth Management Partners, LLC
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About this Advisor
Michael Emr is a financial advisor operating in Rochelle Park, New Jersey who has 5 years of relevant experience. Emr works at Signature Wealth Management Partners, LLC. Their career trajectory has included roles at Lpl Financial LLC, Signature Wealth Management Partners, LLC, Purshe Kaplan Sterling Investments and Botwinick & Company LLC. Emr has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Signature Wealth Management Partners, LLC is an advisory company based in Montvale, NJ. It has a total of seven advisors. It oversees $307 million in total assets among its 940 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 940 accounts, 20% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fee types charged by Signature Wealth Management Partners, LLC most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Wealth Management Partners, LLC Brokerage Details
$307,153,976
7
940
$326,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Emr Work History
Michael has been registered as a financial advisor for 5 years.*
Signature Wealth Management Partners, LLC
Purshe Kaplan Sterling Investments
Botwinick & Company LLC
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Emr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Signature Wealth Management Partners, LLC
Rochelle Park, NJ
Montvale, NJ
Montvale, NJ
Rochelle Park, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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