Edward J Gilmartin

Employer firm

Northeast Advisory Group, LLC CRD 287954

$56.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 03/2018
  Lpl Financial Llc
  Scranton, PA
• 08/2019 → Present
  Northeast Advisory Group, Llc
  Scranton, PA
• 03/2018 → Present
  Northeast Benefit Administrators, Llc
  Scranton, PA
• 11/2015 → 03/2018
  Peoples Security Bank
  Scranton, PA

Previous Registrations

• 2016-09-26 → 2018-03-20
  Lpl Financial Llc
  Scranton, PA
  Fort Mill, SC
  Scranton, PA
  Scranton, PA

Other Businesses

1) 8/8/2008 - REAL ESTATE RENTAL - GILMARTIN PROPERTIES, LLC - GILMARTIN PRORERTIES OWNS AN OFFICE BUILDING WHICH IS OCCUPIED BY EDWARD J GILMARTIN AND HIS SON WHO OPERATES A SEPARATE BUSINESS. - TIME SPENT 1% - SCRANTON, PA. 2). Insurance Agent; Investment-Related; Scranton, PA; START DATE 03/25/2016; Duties include offering insurance products and services to clients and prospects. ___ hr/mo; ___ hr during security trading hours. 3) 03/2018; Northeast Benefit Administrators, LLC; Investment Related; Scranton, Pa; Benefit Consultant; ___ hr/mo; ___ hr during security trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-05
• S63 Uniform Securities Agent State Law Examination
  1989-10-20

Other Names

• Ed Gilmartin