Peter
Gaertner
Roffman Miller Associates Inc
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About this Advisor
Peter Gaertner is a financial advisor based in Philadelphia, Pennsylvania, working with Roffman Miller Associates Inc. Peter has previously held positions at Affinity Wealth Management, Inc, Coastal Equities, Inc, Mercap Securities, LLC, Affinity Wealth Management, LLC, Delaware State University, Bryn Mawr Capital Management, LLC, and Roffman Miller Associates, Inc. Peter has passed the Series 63 regulatory exam and is registered to provide services in Delaware and Pennsylvania. Currently, Peter is part of Roffman Miller Associates Inc, which operates out of Philadelphia, Pennsylvania. The firm has 12 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Roffman Miller Associates Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Roffman Miller Associates Inc Brokerage Details
$2,484,019,710
12
1,458
$1,703,717
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Peter Gaertner Work History
Roffman Miller Associates, Inc
Bryn Mawr Capital Management, LLC
Affinity Wealth Management, LLC
Mercap Securities, LLC
Delaware State University
Affinity Wealth Management,Inc
Coastal Equities, Inc
Disclosures
Please visit the SEC profile of Peter Gaertner 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 Roffman Miller Associates Inc
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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