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- Custodian
- Broadridge · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-09-2017
- Office Locations
- 1
Office Locations
About Northeast Advisory Group, LLC
Northeast Advisory Group, LLC is a Scranton, PA advisory firm serving individuals and businesses with customized financial planning, portfolio management, retirement income planning, and employer retirement plan services (401(k), defined benefit/contribution, SEP). Portfolios commonly use mutual funds and ETFs alongside fixed income such as municipal and investment-grade bonds. Offers turnkey asset management programs and custodies with Fidelity/NFS and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SUSAN L SARITI
Chief Compliance Officer, Managing Member, Principal
- CRD
- #5452271
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDWARD J GILMARTIN
Agent
- CRD
- #1976767
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,743,175 | -- |
| Non-Discretionary | $39,584,578 | -- |
| Total | $56,327,753 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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