Northeast Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$39,584,578
Clients
93
Advisors
2
of 2 employees
About
Northeast Advisory Group provides investment advice to individuals — including high‑net‑worth clients — and to pension and profit‑sharing retirement plans, offering asset management, retirement plan services, one‑time or as‑needed consulting, and referrals to third‑party money managers. The firm also delivers participant education and occasionally presents educational seminars and workshops to clients and prospects.
The advisor reports managing roughly $56.3 million in client assets and operates with a majority of assets on a non‑discretionary basis (about $39.6 million non‑discretionary versus $16.7 million discretionary), while also offering discretionary fiduciary services to retirement plans when engaged. For investment selection the firm focuses on mutual funds, uses the Fi360 Fiduciary Score as a primary due‑diligence tool, performs annual fund reviews, and refers clients to third‑party managers (including Brinker Capital) under solicitor arrangements.
Distinctive features include an affiliation with an insurance business (Northeast Benefit Administrators, LLC) and registered representatives who may sell insurance and annuity products in their separate capacity, a relationship the brochure discloses as a potential conflict of interest. The firm also notes its practice of receiving referral/solicitor fees from third‑party managers and its policy of not voting client proxies, which leaves proxy voting responsibility with clients or their chosen managers.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 0.60% $100,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001 - $5,000,000: 0.30% Over $5,000,000+: Subject to Quote
Main office
428 Lackawanna Avenue
Scranton PA 18503
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
Susan S
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
Susan Sariti is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at LPL Financial and Peoples Security Bank & Trust Company. She is also involved as an insurance agent through Northeast Benefit Administrators, LLC. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, and retirement plans, offering asset management, retirement plan services, consulting, and educational programs. The firm utilizes mutual funds and third-party managers, applying the Fi360 Fiduciary Score for due diligence and managing a mix of discretionary and non-discretionary assets.
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