Peter R. News

QUAKER WEALTH MANAGEMENT LLC

Moorestown, NJ 08057

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CRD#: 4585562

Professional summary

Peter Richard News, CFP® is a registered financial advisor currently at QUAKER WEALTH MANAGEMENT LLC located in Moorestown, New Jersey.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Peter has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) LIFE INSURANCE AGENT; 10 HRS A MONTH AT BRANCH OFFICE; COMPENSATION IS COMMISSION (2) COASTAL/IVY/PATRIOT LEAGUES REFEREE; DUTIES: OFFICIATE COLLEGE FOOTBALL GAMES; APPROX 15 HRS A MONTH, NONE DURING TRADING HOURS; COMPENSATION IS HOURLY RATE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Richard News's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

July 3, 2018 - Present

QUAKER WEALTH MANAGEMENT LLC

Office #1: 214 West Main Street Suite L8, Moorestown, NJ 08057

RIA

CRD#: 284546

Moorestown, NJ

Past

May 20, 2010 - July 3, 2018

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

MOORESTOWN, NJ

Past

May 20, 2010 - July 3, 2018

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

MOORESTOWN, NJ

Past

January 7, 2010 - May 25, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

MOORESTOWN, NJ

Past

January 7, 2010 - May 25, 2010

LPL FINANCIAL LLC

CRD#: 6413

MOORESTOWN, NJ

Past

March 31, 2003 - January 8, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VOORHEES, NJ

Past

March 13, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 13, 2003 - January 8, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VOORHEES, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUAKER WEALTH MANAGEMENT LLC

NEWHEISLER WEALTH MANAGEMENT | QUAKER WEALTH MANAGEMENT LLC

CRD#: 284546 / SEC#: 801-108126

RIA

Registered Investment Advisory firm - (7/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/3/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/27/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/3/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/12/2003

General Securities Representative Examination

Current Firm

QUAKER WEALTH MANAGEMENT LLC

NEWHEISLER WEALTH MANAGEMENT | QUAKER WEALTH MANAGEMENT LLC

CRD#: 284546 / SEC#: 801-108126

RIA

Registered Investment Advisory firm - (7/15/2016 Approved)

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Contact information

Main Address

70 East Main Street, Moorestown, NJ 08057

Mailing Address

Phone number

(856) 222-0110

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/15/2025)

Regulatory assets under management

Total Number of Accounts	1,300
AUM (Assets Under Management)	$ 365,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Peter R. News

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Richard News's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

QUAKER WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2003

SIE

Date: 7/3/2018

Series 7

Date: 3/12/2003

Current Firm

QUAKER WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUAKER WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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