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Englebert Financial Advisers, LLC CRD 300568
$157M regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1275 Glenlivet Drive Suite 335, Allentown, PA 18106 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-09 |
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
1275 Glenlivet Drive Suite 335, Allentown, PA 18106 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Englebert Financial Advisers, Llc | Allentown | PA | 01/2024 | 09/2024 |
| Raf Equity | Bala Cynwyd | PA | 06/2023 | 08/2023 |
| Campania International | Pennsburg | PA | 06/2022 | 08/2022 |
| Muhlenberg College | Allentown | PA | 08/2020 | 06/2024 |
| Bear Creek Mountain Resort | Macungie | PA | 12/2018 | 04/2024 |
| Englebert Financial Advisers, Llc | Allentown | PA | 09/2024 | Present |
| Emmaus High School | Emmaus | PA | 08/2015 | 05/2020 |
| Mules Soccer Academy | Allentown | PA | 06/2021 | 07/2021 |
| Bear Creek Mountain Resort | Macungie | PA | 12/2017 | 04/2018 |
| Bear Creek Mountain Resort | Macungie | PA | 06/2021 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
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