Adam
Peltzman
Certior Financial Group, LLC
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About this Advisor
Adam Peltzman is a financial advisor based in Norristown, Pennsylvania, working with Certior Financial Group, LLC. Adam has previously held positions at Voya Financial Advisors, Ing Financial Partners, Financial Independence Planning LLC, Health And Benefits Partners LLC, Certior Financial Group, LLC F/K/A Kantor Financial Group, LLC, and Mutual Securities, Inc. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Adam is part of Certior Financial Group, LLC, which operates out of Norristown, Pennsylvania. The firm has 1 office and 10 employees. The firm manages assets totaling $363.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Certior Financial Group, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$363,862,446
10
1,698
$214,289
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Adam Peltzman Work History
Certior Financial Group, LLC F/K/A Kantor Financial Group, LLC
Health And Benefits Partners LLC
Mutual Securities, Inc
Voya Financial Advisors
Ing Financial Partners
Financial Independence Planning LLC
Disclosures
Please visit the SEC profile of Adam Peltzman 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 Certior Financial Group, LLC
Norristown, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
