Peter
Pape
Northeast Financial Group, Inc
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About this Advisor
Peter Pape is a financial advisor working in Allentown, Pennsylvania who has 5 years of relevant experience. Pape is an advisor for Northeast Financial Group, Inc. Throughout their career, they have worked at Robert Christians Restaurant, Mount Airy Hotel And Casino, The River Cafe, North Hampton Community College, Pace University, W. Jack Kalins, Inc, Axa Advisors, LLC, Northeast Financial Group, Inc and Leigh Baldwin & Co., LLC. Pape holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to work in Pennsylvania. Northeast Financial Group, Inc is a financial advisory business that has its headquarters in Tannersville, PA. The firm has offices in two locations and a total of seven advisors. It controls $775 million in assets under management across its 1,524 accounts, making it one of the larger firms in the nation by assets under management. The firm serves one charities and foundations. Of its 1,524 client accounts, just 13% are associated with high-net-worth investors who have at least $1 million in assets. Northeast Financial Group, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically depend on the services provided. However, fee types charged by Northeast Financial Group, Inc can include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northeast Financial Group, Inc Brokerage Details
$775,066,299
7
1,524
$508,574
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Peter Pape Work History
Peter has been registered as a financial advisor for 5 years.*
Northeast Financial Group, Inc
Northeast Financial Group, Inc
Northeast Financial Group, Inc
Axa Advisors, LLC
Leigh Baldwin & Co., LLC
Axa Advisors, LLC
Pace University
The River Cafe
Robert Christians Restaurant
Mount Airy Hotel And Casino
North Hampton Community College
W. Jack Kalins, 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 Peter Pape 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 Northeast Financial Group, Inc
Evanston, IL
Allentown, PA
Newtown, PA
Tannersville, PA
Tannersville, PA
Tannersville, PA
Tannersville, 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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