Unclaimed Profile

Josh Robert Laychock

NORTHEAST FINANCIAL GROUP, INC.·ALLENTOWN, Pennsylvania

SIE, Series 7, Series 24, Series 66Clean record24 years registeredNORTHEAST FINANCIAL GROUP, INC.

3435 WINCHESTER ROAD, ALLENTOWN, PA 18104CRD# 4412241Firm CRD# 122609

Profile Verification

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

Identity

Josh Robert Laychock · ALLENTOWN, PA

Registration

CRD #4412241 · NORTHEAST FINANCIAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Mar 2026 – present

HERBEIN FINANCIAL GROUP, LLC

Sep 2022 – Mar 2026

ALLENTOWN, PA

NORTHEAST FINANCIAL GROUP, INC.

Dec 2009 – Mar 2026

ALLENTOWN, PA

NORTHEAST FINANCIAL GROUP, INC.

Nov 2007 – May 2009

TANNERSVILLE, PA

AXA ADVISORS, LLC

Aug 2002 – Jul 2009

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · August 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHEAST FINANCIAL GROUP, INC.

CRD 122609 · SEC 801-78187

AUM

$1.0B

Regulatory assets under management

Employees

1,639 client accounts

Services offered by NORTHEAST FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at NORTHEAST FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Josh Robert Laychock offer?

Josh Robert Laychock specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are Josh Robert Laychock's credentials?

Josh Robert Laychock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Josh Robert Laychock located?

Josh Robert Laychock is based in ALLENTOWN, Pennsylvania, working with NORTHEAST FINANCIAL GROUP, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does Josh Robert Laychock charge for services?

Josh Robert Laychock's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHEAST FINANCIAL GROUP, INC.?

NORTHEAST FINANCIAL GROUP, INC. has approximately 9 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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