Peter Charles Yerger
Investment adviser representative at Northeast Planning Associates, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$414MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Northeast Planning Associates, Inc.Nov 2024 to now
- Brightside Benefit, Inc.Jan 2021 to Oct 2024
- Sowell ManagementOct 2020 to Jun 2021
- Pegasus Management Services, L.L.C.Sep 2020 to Oct 2021
- UnemployedMar 2020 to Sep 2020
- Wealthcare Capital Management LLCSep 2018 to Feb 2020
- Firstrust Financial ResourcesSep 2017 to Sep 2018
- AXA Advisors, LLCAug 2017 to Sep 2018
- PNC InvestmentsNov 2016 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Northeast Planning Associates, Inc.
$414MAssets managed
959Clients
74Advisers
9 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
- 5849773
- Firm CRD
- 131406