Elizabeth Ann Emr

Employer firm

Signature Wealth Management Partners, LLC CRD 298315

$454M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/1998 → 09/2018
  Lpl Financial Llc
  Montvale, NJ
• 09/2018 → Present
  Signature Wealth Management Partners, Llc
  Montvale, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2002-06-14 → 2018-09-21
  Lpl Financial Llc
  Rochelle Park, NJ
  Woodcliff Lake, NJ
  Montvale, NJ
  Woodcliff Lake, NJ

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-05-08

Designations

• Chartered Financial Consultant

Other Names

• Betty Larson