Eric J Bleiler

Employer firm

Northeast Advisers, Inc. CRD 108835

$639M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2003 → 12/2018
  Jones Kohanski & Co, Pc
  Sugarloaf, PA
• 12/2018 → Present
  Eric J Bleiler, Cpa & Co., Llc
  Mountain Top, PA

Other Businesses

Employed by Eric J Bleiler CPA & Co. as a CPA in the accounting and tax business, not investment related. 160 hours/month, 8 hours/day. Manage and oversee business activities, perform tax related duties for clients.

Designations

• Certified Financial Planner