Rebecca Proetto
Northeast Advisers · Paoli, Pennsylvania
Rebecca Proetto is a fee-only financial advisor at Northeast Advisers in Paoli, Pennsylvania, who holds the CFP credential. Northeast Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Northeast Advisers |
|---|---|
| Based in | Paoli, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $639.1M across 376 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA · CRD 6508052 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.northeastadvisers.com |
| Profile |
How Rebecca's firm compares
- Northeast Advisers's average account is about $1.7 million, from its Form ADV (assets managed divided by 376 accounts).
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Questions about Rebecca
Is Rebecca Proetto a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Northeast Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Northeast Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Proetto based?
Rebecca Proetto is based in Paoli, Pennsylvania.
What credentials does Rebecca Proetto hold?
Rebecca Proetto holds the CFP credential.
Is Rebecca Proetto registered with the SEC?
Yes. Rebecca Proetto is registered as an investment adviser representative in NJ and PA (CRD 6508052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northeast Advisers manage?
Northeast Advisers reports $639.1M across 376 accounts in assets under management.
How do I contact Rebecca Proetto?
Through Rebecca's website, www.northeastadvisers.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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