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Peter Seligman

Advisor at Adaero Capital Management, LLC

Updated today
Adaero Capital Management, LLC logo

Firm

Adaero Capital Management, LLC

Location

Little Silver, NJ

Credentials

Series 66

Industry experience

22 years

About

Peter Seligman is the sole advisor at Adaero Capital Management, LLC, with 22 years of industry experience. He holds a Series 66 designation and has led Adaero since its founding in 2004. Adaero Capital Management provides discretionary portfolio management and investment advice to individual and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a value-investing approach focused on fundamental research and intrinsic-value analysis of mid- to large-capitalization stocks.

Client services

Based on Adaero Capital Management, LLC

Portfolio management

Expertise

Based on Adaero Capital Management, LLC

Active portfolio management

Fee options

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.125% annually $1,000,001+: 1.0% annually

Other

Account minimum: $250,000 Minimum fee: $5,000 minimum annual management fee Fee-only: Investment management fees only; no commissions or sales fees

Location

Little Silver, NJ

Most active in

New Jersey

Work history

Adaero Capital Management, LLC

2004 - Present (22 years)

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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Joseph K

Series 66

Middletown, NJ

Joseph C. Kelly & Associates, Inc.

General retirement planning Wealth management
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Dennis O

Series 66

Farmingdale, NJ

Coastal Financial Advisors, Inc.

General retirement planning College savings (529s, UTMA, etc.) Debt management

Kristen V

CFP®

Neptune, NJ

Pathways Financial Planning

Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.

General retirement planning General tax planning Work/Life Balance
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Howard S

CFP®, Series 63

Belmar, NJ

Integrated Asset Management, Inc.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retirement income strategy
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Wesley C

Series 63, Series 65

Red Bank, NJ

Olson, Cross & Alamo Advisors LLC

Options & derivatives strategies Private / alternative investments
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Alice S

Series 63, Series 65

Keansburg, NJ

Solomon Investment Group, Inc.

College savings (529s, UTMA, etc.) Annuities
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