Eric J. Bleiler

NORTHEAST ADVISERS

Sugarloaf, PA 18249

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CRD#: 5722300

Professional summary

Eric J Bleiler, CFP® is a registered financial advisor currently at NORTHEAST ADVISERS, INC. located in Sugarloaf, Pennsylvania.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 1 firm .

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric J Bleiler'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: 2007

Experience

Current

May 5, 2017 - Present

NORTHEAST ADVISERS, INC.

Office #1: 782 West Butler Drive, Sugarloaf, PA 18249Office #2: 136 South Mountain Boulevard, Mountaintop, PA 18707

RIA

CRD#: 108835

Sugarloaf, PA

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".

NORTHEAST ADVISERS, INC.

JK FINANCIAL ADVISORY SERVICES | ZINN ADVISERS | PRO-CAP, LLC | NORTHEAST ADVISERS, INC. | NORTHEAST ADVISERS INC

CRD#: 108835 / SEC#: 801-57720

RIA

Registered Investment Advisory firm - (7/5/2000 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

Pennsylvania
(5/5/2017)

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

NORTHEAST ADVISERS, INC.

JK FINANCIAL ADVISORY SERVICES | ZINN ADVISERS | PRO-CAP, LLC | NORTHEAST ADVISERS, INC. | NORTHEAST ADVISERS INC

CRD#: 108835 / SEC#: 801-57720

RIA

Registered Investment Advisory firm - (7/5/2000 Approved)

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Contact information

Main Address

163 W. Lancaster Ave, Paoli, PA 19301

Mailing Address

Phone number

(610) 240-7955

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

NAI ADV PART 2 MARCH 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	364
AUM (Assets Under Management)	$ 576,435,239

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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Eric J. Bleiler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric J Bleiler's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHEAST ADVISERS, INC.

Primary Firm SEC Registration

NORTHEAST ADVISERS, INC.

State Registrations and Notice Filings

Exams

Current Firm

NORTHEAST ADVISERS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NORTHEAST ADVISERS, INC.

TRUST BUT VERIFY

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