Peter F Gaertner
Investment adviser representative at Roffman Miller Associates Inc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Roffman Miller Associates, Inc.Feb 2024 to now
- Bryn Mawr Capital Management, LLCDec 2023 to Jan 2024
- Affinity Wealth Management, LLCFeb 2018 to Oct 2023
- Mercap Securities, LLCNov 2017 to Dec 2019
- Delaware State UniversityJan 2017 to Dec 2019
- Coastal Equities, Inc.Oct 2013 to Nov 2017
- Affinity Wealth Management,inc.Sep 2013 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (DE, PA).
Roffman Miller Associates Inc
Legal name: Roffman Milller Associates Inc
$3.2BAssets managed
1,598Clients
16Advisers
35 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
- 5715758
- Firm CRD
- 106019