EW
CFP
EW
CFP

Emily Wirgin

20 Years of Experience
Jersey City, NJ
BrokerSells Insurance

Emily Wirgin is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Jersey City, NJ, with 20 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

95 Christopher Columbus Dr, Fl 13, Jersey City, NJ, 07302

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Emily is an agent/broker for Allied Wealth Partners and a partner at Financial Focus Group LLC, both involving fixed insurance sales. She dedicates minimal time to Allied Wealth Partners and full-time hours to Financial Focus Group LLC.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2014 - August 2023 · 8 yrs 11 mos
Securian Financial Services, INC.Broker
May 2014 - August 2023 · 9 yrs 3 mos
New England SecuritiesBroker
December 2005 - May 2014 · 8 yrs 5 mos
Princor Financial Services CorporationBroker
November 2005 - November 2005 · 0 mos
State Registrations23 states
AZCACOCTDCDEFLGAILKYMAMDMINCNHNJNVNYOHPASCTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.