George J. Appel

GEORGE J. APPEL

HARVEYS LAKE, PA

Some features on this profile are disabled

CRD#: 4604755

Professional summary

George J. Appel, who also goes by George John Appel, George John Appe, George Appel, is a registered financial advisor currently at GEORGE J. APPEL located in Harveys Lake, Pennsylvania.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. George has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George John Appel | George John Appe | George Appel

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George J. Appel's 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®

None

Experience

Current

January 7, 2025 - Present

GEORGE J. APPEL

RIA

CRD#: 121081

HARVEYS LAKE, PA

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

Pennsylvania
(1/7/2025)

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

Current Firm

GEORGE J. APPEL

APPEL, GEORGE JOHN | GEORGE J. APPEL

CRD#: 121081 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/19/1994 Approved)

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Contact information

Main Address

Harveys Lake, PA

Mailing Address

Po Box 99, Harveys Lake, PA 18618

Phone number

(570) 639-1382

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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