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John Pelcheck

Oaktree Advisors LLC

Coopersburg, PA

CRD 8136569

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Employer firm

Oaktree Advisors LLC CRD 168271

$283M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Oaktree Advisors Llc

6666 Passer Road Suite 4, Coopersburg, PA 18036 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-27
  • PA RA
    APPROVED
    Since 2025-08-27

Branch Locations

6666 Passer Road Suite 4, Coopersburg, PA 18036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Philadelphia Trust Company Bethlehem PA 05/2006 06/2025
Oaktree Advisors Coopersburg PA 06/2025 Present
  • 05/2006 → 06/2025
    The Philadelphia Trust Company
    Bethlehem, PA
  • 06/2025 → Present
    Oaktree Advisors
    Coopersburg, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

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