Advisor at Northeast Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northeast Advisory Group, LLC
Location
Scranton, PA 18503
Credentials
Series 63, Series 65
Industry experience
14 years
Susan Sariti is a financial advisor with Northeast Advisory Group, LLC in Scranton, PA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at LPL Financial LLC, Peoples Security Bank & Trust Company, and currently serves as an owner and insurance agent at Northeast Benefit Administrators, LLC. Northeast Advisory Group provides investment advice to individuals, including high-net-worth clients, as well as pension and profit-sharing retirement plans. The firm offers asset management, retirement plan services, consulting, and participant education, using tools such as the Fi360 Fiduciary Score for fund due diligence and referring clients to third-party money managers.
Based on Northeast Advisory Group, LLC
Based on Northeast Advisory Group, LLC
$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
428 Lackawanna Avenue
Scranton, PA 18503
Pennsylvania
Northeast Benefit Administrators, LLC
2017 - Present (9 years)
Northeast Advisory Group, LLC
2017 - Present (9 years)
Peoples Security Bank & Trust Company
2015 - 2017 (2 years)
LPL Financial
2007 - 2017 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65
Wilkes Barre, PA
Brookstone Wealth Advisors, LLC
The first half of my career was working in the healthcare industry. I earned a Bachelor of Science degree in Health Care Administration and a Master of Health Administration degree. Both degrees were earned from King's College, Wilkes Barre, PA. I'm also a licensed insurance agent and registered as an investment advisor representative with Brookstone Wealth Advisors. Aside from my healthcare skills transferring into financial advising, I listen to my clients without the hard selling.
CFP®, Series 63, Series 65
Blakely, PA
Flynn Financial, LLC
Series 63, Series 65
Scranton, PA
Northeast Advisory Group, LLC
CFP®, Series 63, Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 65
West Pittston, PA
Park Lane Financial Group LLC
Series 63, Series 65
Clark's Summit, PA
1st Financial Investment, Inc.
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