Adam
Peltzman
Certior Financial Group, LLC
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About this Advisor
Adam Peltzman is a certified financial planner working in Norristown, Pennsylvania with 6 years of industry experience. Peltzman works at Certior Financial Group, LLC. The advisor has gained experience at Stockys To Stuff, Ing Financial Partners, Financial Independence Planning LLC, Health And Benefits Partners LLC, Voya Financial Advisors, Mutual Securities, Inc and Kantor Financial Group, LLC. Peltzman maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to operate in Pennsylvania and Texas. Certior Financial Group, LLC is an advisory firm operating out of King Of Prussia, PA. The company has a total of 10 financial advisors. It administers $240 million in total assets among its 1,243 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,243 customer accounts, 36% belong to high-net-worth individuals who have more than $1 million in assets. Certior Financial Group, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. Fees billed by Certior Financial Group, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certior Financial Group, LLC Brokerage Details
$240,401,702
10
1,243
$193,404
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Peltzman Work History
Adam has been registered as a financial advisor for 6 years.*
Mutual Securities, Inc
Kantor Financial Group, LLC
Health And Benefits Partners LLC
Stockys To Stuff
Voya Financial Advisors
Ing Financial Partners
Financial Independence Planning LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
King Of Prussia, PA
Norristown, PA
King Of Prussia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
