Paul
Dubendorf

Northeastern Star Asset Management, Inc

CRD#4803852
Investment Advisor
in Lemoyne, PA

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About this Advisor

Paul Dubendorf is a certified financial planner operating in Lemoyne, Pennsylvania who has 9 years of industry experience. Dubendorf is currently employed by Northeastern Star Asset Management, Inc. Over the course of their career, they have held roles at First Savings Securities (Papalia Securities, Inc), Eagleview Advisors (Formerly First Savings Financial Services In, Northeastern Star Asset Management, Inc and Eagleview Securities, Inc. Dubendorf has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Northeastern Star Asset Management, Inc is a registered investment business based in Lemoyne, PA. It has $185 million in assets between its 798 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 798 client accounts, 20% are held by high-net-worth clients who have at least $1 million in assets available to invest. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by Northeastern Star Asset Management, Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1017 Mumma Road Suite 204
Lemoyne, PA 17043

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Northeastern Star Asset Management, Inc Brokerage Details

Total Assets Under Management

$184,880,436

PA Average: $15,833,994,310
Total Number of Employees

3

PA Average: 41
Total Number of Accounts

798

PA Average: 3,342
Average Account Size

$231,680

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paul Dubendorf Work History

Paul has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Northeastern Star Asset Management, Inc

2015 - 2015 (< 1 year)

Eagleview Securities, Inc

2009 - 2014 (5 years)

Eagleview Advisors (Formerly First Savings Financial Services In

2005 - 2015 (10 years)

First Savings Securities (Papalia Securities, Inc)

*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 Paul Dubendorf 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 Northeastern Star Asset Management, Inc

Jeremy St. Clair
Lemoyne, PA
Paul Dubendorf
Lemoyne, PA
Kenneth Ferrone
Lemoyne, PA
Lillian Crusan
Lemoyne, PA
Bradley Kellett
Lemoyne, 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.

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