Rebecca Proetto
Investment adviser representative at Northeast Advisers, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$639.1MFirm 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
Experience
11 years in the industry.
- Northeast Advisers, Inc.Jun 2015 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Northeast Advisers, Inc.
Legal name: Northeast Advisers Inc
$639.1MAssets managed
376Clients
4Advisers
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
- 6508052
- Firm CRD
- 108835