Unclaimed Profile

Robert William Peterson

DLP CAPITAL ADVISORS, LLC·BETHLEHEM, Pennsylvania

Clean recordDLP CAPITAL ADVISORS, LLC

701 WEST BROAD STREET, BETHLEHEM, PA 18018CRD# 6988959Firm CRD# 297511

Profile Verification

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

Identity

Robert William Peterson · BETHLEHEM, PA

Registration

CRD #6988959 · DLP CAPITAL ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

DLP CAPITAL ADVISORS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at DLP CAPITAL ADVISORS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6988959

Firm CRD# 297511

View on FINRA BrokerCheck →

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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.

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