Meryl Futey is a CFP-designated registered investment advisor, based in Cranford, NJ, with 14 years of industry experience.
Location
Cranford, NJ
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Meryl is involved with MS Investment Partners, a financial services firm, dedicating a few hours per week. She also works as a financial advisor at PKF O'Connor Davies Wealth Management, spending about a quarter of her time there, and sold an equity indexed annuity through Prudential/Avantax.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Headquarters Advisory Group, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations20 states
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.