AdvisorOS Directory
Claim Profile
RP

Robert William Peterson

DLP CAPITAL ADVISORS, LLC·BETHLEHEM, Pennsylvania
Unclaimed Profile
701 WEST BROAD STREET, BETHLEHEM, PA 18018CRD# 6988959Firm CRD# 297511
01

About

Robert William Peterson is a registered financial advisor based in BETHLEHEM, Pennsylvania, affiliated with DLP CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DLP CAPITAL ADVISORS, LLC
DLP CAPITAL ADVISORS, LLC
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DLP CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6988959
Firm CRD# 297511
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BETHLEHEM?

Browse all registered financial advisors in BETHLEHEM, Pennsylvania or claim this profile if it's yours.

Browse BETHLEHEM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert William Peterson offer?
Robert William Peterson specializes in Retirement Planning. Contact their office in BETHLEHEM, Pennsylvania for a consultation.
What are Robert William Peterson's credentials?
Robert William Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert William Peterson located?
Robert William Peterson is based in BETHLEHEM, Pennsylvania, working with DLP CAPITAL ADVISORS, LLC. Their office serves clients in the BETHLEHEM metropolitan area and surrounding communities.
How does Robert William Peterson charge for services?
Robert William Peterson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DLP CAPITAL ADVISORS, LLC?
DLP CAPITAL ADVISORS, LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BETHLEHEM
Robert Ernest Broatch — PARK AVENUE SECURITIES LLCThomas William Riley — PARK AVENUE SECURITIES LLCSalvatore C Troia — PARK AVENUE SECURITIES LLCJill Diane Cooley — PARK AVENUE SECURITIES LLCGerald Francis Foran — GFP INVESTMENT SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile