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- Custodian
- Broadridge · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 29.7% is discretionary and 70.3% is non-discretionary.
The firm reports 2 advisory representatives and 100 clients, or 50 clients per representative. That equates to $563.3K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on February 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Northeast Advisory Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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
SMA allocation detail is available
Northeast Advisory Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.