Allentown, PA Minesite Road Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

5

Of 2,776 advisors across 1,215 offices

Location

880 Minesite Road

Allentown PA 18103

Advisors at this office

5

Advisors at this office

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Duane P

CFP®, Series 66

Allentown, PA

Commonwealth Financial Network

Duane Peoples is a financial advisor with Commonwealth Financial Network based in Allentown, PA. He holds the CFP® designation and has 15 years of industry experience. Prior to joining Commonwealth and founding Peoples & Co Private Wealth Stewardship, he spent eight years with Morgan Stanley and Morgan Stanley Private Bank. Peoples has been involved with Cedar Crest College since 2013. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports advisors with operations, technology, investment management, and compliance while offering various discretionary and non-discretionary investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Grace P

Series 66

Allentown, PA

Commonwealth Financial Network

Grace Pasquale is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to her current role, she worked at Peoples & Co. Private Wealth Stewardship and Altitude Marketing. She holds an educational background from Temple University and Allentown Central Catholic High School. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and a range of investment options including mutual funds, ETFs, and personalized indexing.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Patricia P

CFP®, Series 63, Series 65

Allentown, PA

Commonwealth Financial Network

Patricia Peoples is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Peoples & Co Private Wealth Stewardship. She previously worked at Morgan Stanley in various capacities from 2009 to 2024. Outside of her financial advisory work, she is also a fitness instructor. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Seth M

Series 63, Series 65

Allentown, PA

Commonwealth Financial Network

Seth Maulfair is a financial advisor with Commonwealth Financial Network in Allentown, PA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Morgan Stanley, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, he has been involved with CJM Custom Carpentry since 2017. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with various managed-account programs, access to third-party asset managers, and back-office services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

Craig P

Series 66

Allentown, PA

Commonwealth Financial Network

Craig Peoples is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank and Mutual of Omaha. Outside of his advisory role, he has been involved with Lehigh Christian Academy for several years. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including wealth management and retirement plan consulting, and offers advisors access to discretionary model portfolios and various customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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