Andrew Peters
Investment adviser representative at Oakbourne Advisors
13 yearsExperience
1 stateRegistered in
$347.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Oakbourne AdvisorsJan 2026 to now
- Invyzia Solutions, LLCJan 2022 to now
- Northstar Asset Management dba Oakbourne AdvisorsAug 2013 to now
- Purshe Kaplan Sterling InvestmentsOct 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Oakbourne Advisors
Legal name: Northstar Asset Management LLC
$347.9MAssets managed
495Clients
8Advisers
5 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
- 5548991
- Firm CRD
- 129112