Peter George Neuberg
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
44 yearsExperience
1 stateRegistered in
PFSDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
44 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2026 to now
- United Planners Financial ServicesMar 2025 to now
- Advanced Planning GroupJan 2002 to now
- Peter NeubergSep 1998 to now
- Henderson & Neuberg, LLC- Cpa FirmJul 1982 to now
- Ic Advisory Services, Inc.May 2023 to Mar 2025
- The Investment Center, Inc.May 2023 to Mar 2025
- Bcg SecuritiesSep 2012 to May 2023
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2905111
- Firm CRD
- 20804