Michael Cear, financial advisor Parsippany NJ
96 score

Michael Cear

CRD Number: 3009786
Current Firm: Summit Equities Inc.

Michael Cear (CRD# 3009786) is an Investment Advisor Representative working at Summit Equities Inc. in Parsippany, NJ and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Summit Equities Inc. Parsippany, NJ Sep 2014 - Current 2
Summit Financial Resources, Inc. Parsippany, NJ Sep 2014 - Current 2
Northwestern Mutual Investment Services, LLC New York, NY Mar 2008 - Sep 2014 6
Northwestern Mutual Investment Services, LLC New York, NY Feb 2002 - Sep 2014 12
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2002 - Sep 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Michael E. Cear
Phone Number: 973-285-3670
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,419
    MILLIONS
  • Total Number of Accounts
    6,084
    ACCOUNTS
  • Average Account Value
    $397,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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