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Paul Seth Dubendorf

Northeastern Star Asset Management, Inc.

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About Paul Seth Dubendorf

Paul Seth Dubendorf is an investment advisor representative with Northeastern Star Asset Management, Inc. Paul is a Certified Financial Planner™ professional, with over 18 years of experience in the financial industry. Paul is also a part owner of Northeastern Star Asset Management, Inc., a firm with over 200 million dollars in assets under management. The firm provides financial planning and portfolio management services to individuals, families, businesses, charitable organizations, and retirement plans. Paul is licensed to conduct investment advisory business in both Pennsylvania and Texas.

Firm Information

Paul Dubendorf is currently registered with Northeastern Star Asset Management, Inc.. Northeastern Star Asset Management, Inc. is an investment advisor based in Wormleysburg, PA. The firm manages approximately $207.6 million in assets for a diverse client base, including individuals, charitable organizations, and pension plans. Northeastern Star Asset Management specializes in financial planning and portfolio management for individuals and provides a range of investment advisory services.
Northeastern Star Asset Management, Inc.

1017 MUMMA ROAD

WORMLEYSBURG, PA 17043

$207.63M

Assets Under Management

Not reported

Total Clients

4

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Paul Dubendorf’s Registration & Firm History

PA

11/01/2023 - Present

Northeastern Star Asset Management, Inc. (WORMLEYSBURG PA)

PA

02/27/2015 - 08/06/2015

EAGLEVIEW SECURITIES, INC (DOYLESTOWN PA)

PA

06/07/2005 - 02/27/2015

FIRST SAVINGS SECURITIES, INC. (DOYLESTOWN PA)

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Licenses & Designations

BOTH

Issued 06/22/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Seth Dubendorf.
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