Elliot Pepper has been Chief Financial Officer of Northbrook Financial Planning since May 2020, is a control person of the firm and directly owns under 5% of it. Elliot Pepper studied at the University of Maryland and the University of Baltimore.
Northbrook Financial Planning LLC is a Baltimore, MD firm with $109M under management, 127 clients and 2 advisers in one office, as of its August 2026 filing.
Elliot Pepper is Financial Planner and Director of Tax of Northbrook Financial. Before launching Northbrook Financial, he worked in the tax practice of Ernst & Young and at Brown Advisory. His role is to integrate tax strategies into clients' financial plans.
- Northbrook FinancialCurrent– present · 6 yearsBaltimore, MD · Adviser representative · Firm CRD 309060
Professional designations
Listed by Northbrook Financial Planning
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elliot Pepper is registered as an investment adviser representative in 6 states. The first approvals date from May 2020; the most recent is New Jersey, in July 2025.
- FloridaSince 11 June 2025
- MarylandSince 12 May 2020
- MassachusettsSince 28 August 2023
- New JerseySince 25 July 2025
- New YorkSince 8 August 2022
- VirginiaSince 24 June 2025
Examinations
No examinations are on Elliot Pepper’s record.
- Full name
- Elliot Jacob Pepper
- CRD
- 7249793
- Firm
- Northbrook Financial Planning · CRD 309060
- Role
- Chief Financial Officer
- Office
- 1340 SMITH AVE STE 200, Baltimore, MD 21209
- Registration
- Investment adviser registration
- In the industry since
- May 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- northbrookfinancial.com
Where does Elliot Pepper work?
Elliot Pepper has been Chief Financial Officer of Northbrook Financial Planning LLC since May 2020, and is a control person of the firm.
Is Elliot Pepper a financial advisor?
Yes. Elliot Pepper has a current investment-adviser registration in Florida, Maryland, Massachusetts, New Jersey, New York and Virginia, through Northbrook Financial Planning since May 2020.
How many years of experience does Elliot Pepper have?
Elliot Pepper has 6 years in the financial industry, since May 2020, across 1 adviser firm.
Where is Elliot Pepper based?
Elliot Pepper’s registered office is in Baltimore, MD.
Is Elliot Pepper registered with FINRA?
No. Elliot Pepper has no current broker registration.
Is Elliot Pepper a CFP?
Northbrook Financial Planning lists Elliot Pepper with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Elliot Pepper’s record?
Search CRD 7249793 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elliot Pepper’s full registration record.