Peter
Pape

Northeast Financial Group, Inc

CRD#6732470
Investment Advisor
in Allentown, PA

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About this Advisor

Peter Pape is a financial advisor based in Allentown, Pennsylvania, working with Northeast Financial Group, Inc. Peter has previously held positions at Robert Christians Restaurant, Mount Airy Hotel And Casino, The River Cafe, Pace University, Axa Advisors, LLC, Northeast Financial Group, Inc, and Leigh Baldwin & Co., LLC. Peter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Peter is part of Northeast Financial Group, Inc, which operates out of Allentown, Pennsylvania. The firm has 2 offices and 9 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Northeast Financial Group, Inc includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

999 Berkshire Boulevard Suite 100
Allentown, PA 18104

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Northeast Financial Group, Inc Brokerage Details

Total Assets Under Management

$1,000,469,143

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

9

PA Average: 41
Total Number of Accounts

1,639

PA Average: 3,342
Average Account Size

$610,414

PA Average: $4,737,880

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

Peter Pape Work History

2018 - Present (7 years)

Northeast Financial Group, Inc

2018 - Present (7 years)

Northeast Financial Group, Inc

2018 - Present (7 years)

Northeast Financial Group, Inc

2018 - 2018 (< 1 year)

Axa Advisors, LLC

2018 - 2021 (3 years)

Leigh Baldwin & Co., LLC

2017 - 2018 (1 year)

Axa Advisors, LLC

2016 - 2017 (1 year)

Pace University

2015 - 2015 (< 1 year)

The River Cafe

2013 - 2014 (1 year)

Robert Christians Restaurant

2013 - 2014 (1 year)

Mount Airy Hotel And Casino

Created with Highcharts 6.0.7

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

Mark Hullinger
Allentown, PA
Alexander Lippitt
Evanston, IL
Camerone Giancaterino
Allentown, PA
Thomas Sylvester
Allentown, PA
Peter Pape
Allentown, PA
Ronald Berger
Newtown, PA
Jonathan Kline
Allentown, PA
Josh Laychock
Allentown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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