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Peter Morris Seyler

Advisor at Integrated Capital Management, Inc. — Jessup, PA

Updated today

Credentials

Series 65, Series 66

Experience

13 years

Location

Jessup, PA 18434

Integrated Capital Management, Inc. logo

Integrated Capital Management, Inc.

Team

Total advisors

5

Across 2 offices

Clients per advisor

176 Very High

Avg AUM per client

$165,751 Very Low

HNW client ratio

1% Very Low

About

Peter Seyler is a financial advisor with Integrated Capital Management, Inc., holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. His work history includes roles at Guardian Life Insurance Company, PNC Wealth Management, and US Employee Benefits Services Group prior to joining Integrated Capital Management. Integrated Capital Management delivers discretionary portfolio management and model-portfolio services to individual, high-net-worth, and institutional clients, including pension plans and government agencies. The firm employs a contrarian, valuation-driven investment process using quantitative models, implementing strategies through institutional mutual funds, ETFs, and closed-end funds across multiple tactical models.

Client services

Based on Integrated Capital Management, Inc.

Portfolio management Pension consulting

Expertise

Based on Integrated Capital Management, Inc.

ESG / Sustainable investing Tax-loss harvesting

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Fee options

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% Over $5,000,000+: Negotiable

Other

Account minimum: $25,000

Location

See office

Jessup, PA

The Tekridge Center, 50 Alberigi Drive, Suite 114

Jessup PA 18434

Advisors at this office

4

Most active in

Pennsylvania

Work history

13 years of industry experience

Integrated Capital Management, Inc.

2022 - Present • 4 years

Jessup, PA

Integrated Capital Management, Inc.

2020 - Present • 6 years

Jessup, PA

US Employee Benefits Services Group

2018 - 2020 • 2 years

Devon, PA

Growth Coach Allentown

2016 - 2018 • 2 years

Schencksville, PA

Guardian life Insurance Company

2012 - Present • 14 years

Bethesda, MD

Guardian Life

2008 - 2012 • 4 years

Bethlehem, PA

PNC Wealth Management

2006 - 2008 • 2 years

Easton, PA

VOYA Financial Advisors, Inc.

2005 - 2005 • 1 year

Allentown, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jon F

CFP®, Series 63, Series 65

Blakely, PA

Flynn Financial, LLC

Jon Flynn Sr. is a financial advisor with Flynn Financial, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 26 years of industry experience. He has been with Flynn Financial since 2011. Outside of his advisory work, he is co-owner of a life insurance business with his wife and serves as president of an LLC that owns his office building. Flynn Financial provides investment advisory and financial planning services to individuals and small businesses, including those sponsoring retirement plans. The firm constructs customized portfolios using a variety of analytical methods and manages accounts with strategies tailored to tax sensitivity, liquidity, and income needs.

Options & derivatives strategies College savings (529s, UTMA, etc.) Retirement income strategy
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Edward G

Series 63, Series 65

Scranton, PA

Northeast Advisory Group, LLC

Edward Gilmartin is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses with 34 years of industry experience. Prior to joining Northeast Advisory Group in 2019, he worked at Peoples Security Bank and LPL Financial. He is also involved with Northeast Benefit Administrators, LLC as a benefit consultant and insurance agent. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, consulting, participant education, and referrals to third-party money managers. The firm emphasizes mutual funds and uses the Fi360 Fiduciary Score for due diligence in its investment selection.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy General retirement planning Founder/Business Owner
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Clare K

Series 66

Clarks Green, PA

Stone Securities Inc.

Clare Kull is a financial advisor at Stone Securities Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Leigh Baldwin & Co., LLC since 2013. Stone Securities provides discretionary asset management and investment advice to individuals, trusts, estates, and small corporations. The firm employs an active management approach combining fundamental, technical, and charting analysis, incorporating the CAN SLIM methodology for stock selection, with regular account reviews and discretionary authority across growth, balanced, and bond portfolios.

Active portfolio management Options & derivatives strategies
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Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior experience includes roles at StoneX Advisors Inc. and Stonex Securities Inc., where he worked for over a decade. He is also president of Grudzinski Financial Services, LLC, where he offers life, annuity, and long-term care products when client needs are identified. Park Lane Financial Group LLC provides discretionary asset management, financial planning, and consulting services to individuals and small businesses. The firm employs methods such as fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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Tanner V

Series 65

West Pittston, PA

Park Lane Financial Group LLC

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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