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Elliot Jacob Pepper

Northbrook Financial

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About Elliot Jacob Pepper

Elliot Pepper is a Certified Financial Planner® and a registered Investment Advisor Representative with Northbrook Financial Planning, LLC. Elliot has been in the financial services industry since 2014 and holds registrations in Maryland, Massachusetts, and New York. Northbrook Financial Planning, LLC is a Registered Investment Advisor firm headquartered in Baltimore, MD and focuses on providing financial planning services to individuals and families. Elliot also works as a Managing Member of Northbrook Tax, LLC, a tax planning and preparation firm.

Firm Information

Elliot Pepper is currently registered with Northbrook Financial. Northbrook Financial is a financial advisory firm with $69.12 million in regulatory assets under management. They offer financial planning, portfolio management for individuals, selection of other advisors, and educational seminars. They primarily serve individuals, including high-net-worth individuals, and pension and profit-sharing plans.

$69.12M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management on held away assets

Portfolio management on held away assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Elliot Pepper’s Registration & Firm History

MD

08/08/2022 - Present

Northbrook Financial (BALTIMORE MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Elliot Jacob Pepper.
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