Unclaimed Profile

Peter Richard News

QUAKER WEALTH MANAGEMENT LLC·MOORESTOWN, New Jersey

SIE, Series 7, Series 66CFP23 years registeredQUAKER WEALTH MANAGEMENT LLC

70 EAST MAIN STREET, MOORESTOWN, NJ 08057CRD# 4585562Firm CRD# 284546

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Richard News · MOORESTOWN, NJ

Registration

CRD #4585562 · QUAKER WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

QUAKER WEALTH MANAGEMENT LLC

Jul 2018 – present

SUMMIT FINANCIAL GROUP INC

May 2010 – Jul 2018

MOORESTOWN, NJ

LPL FINANCIAL CORPORATION

Jan 2010 – May 2010

MOORESTOWN, NJ

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2003 – Jan 2010

VOORHEES, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 31, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2004Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

QUAKER WEALTH MANAGEMENT LLC

CRD 284546 · SEC 801-108126

AUM

$326M

Regulatory assets under management

Employees

1,039 client accounts

Services offered by QUAKER WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUAKER WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Peter Richard News offer?

Peter Richard News specializes in Financial Planning, Investment Management. Contact their office in MOORESTOWN, New Jersey for a consultation.

What are Peter Richard News's credentials?

Peter Richard News holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Richard News located?

Peter Richard News is based in MOORESTOWN, New Jersey, working with QUAKER WEALTH MANAGEMENT LLC. Their office serves clients in the MOORESTOWN metropolitan area and surrounding communities.

How does Peter Richard News charge for services?

Peter Richard News's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUAKER WEALTH MANAGEMENT LLC?

QUAKER WEALTH MANAGEMENT LLC has approximately 8 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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