Peter News has held the title Member at Quaker Wealth Management since January 2020, is a control person of the firm and directly owns between 50% and 75% of it.
Quaker Wealth Management LLC is a Moorestown, NJ firm with $449M under management, 455 clients and 4 advisers in one office, as of its March 2026 filing.
Peter News is Managing Partner of Quaker Wealth Management, LLC. His career began in 2002 with American Express Financial Advisors, now Ameriprise. In 2011 he co-founded NewsHeisler Wealth Management with his partner, Jake Heisler.
Peter News’ longest registration is the current one, 8 years at Quaker Wealth Management since 2018. Before joining Quaker Wealth Management in 2018, Peter News was registered through Summit Financial Group Inc and LPL Financial Corporation.
- Quaker Wealth Management LLCCurrent– present · 8 yearsMoorestown, NJ · Adviser representative · Firm CRD 284546
- Summit Financial Group Inc– · 8 yearsMoorestown, NJ · Adviser representative · Firm CRD 109485
- LPL Financial Corporation– · under a yearMoorestown, NJ · Adviser representative · Firm CRD 6413
- Ameriprise Financial Services, Inc.– · 6 yearsVoorhees, NJ · Adviser representative · Firm CRD 6363
Professional designations
Listed by Quaker Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Peter News is registered as an investment adviser representative in New Jersey, since July 2018.
- New JerseySince 3 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 March 2003 |
| Series 7 | General Securities Representative Examination | 12 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Peter Richard News
- CRD
- 4585562
- Firm
- Quaker Wealth Management · CRD 284546
- Role
- Member
- Office
- 214 West Main Street, Suite L8, Moorestown, NJ 08057
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- quakerwm.com
Where does Peter News work?
Peter News has held the title Member at Quaker Wealth Management LLC since January 2020, and is a control person of the firm.
Is Peter News a financial advisor?
Yes. Peter News has a current investment-adviser registration in New Jersey, through Quaker Wealth Management since July 2018.
How many years of experience does Peter News have?
Peter News has 23 years in the financial industry, since March 2003, across 4 adviser firms.
What exams has Peter News passed?
Peter News has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2003. FINRA credited Peter News with the SIE, which began in October 2018.
Where did Peter News work before Quaker Wealth Management?
Before Quaker Wealth Management, Peter News was registered through Summit Financial Group Inc, May 2010 to July 2018; LPL Financial Corporation, January 2010 to May 2010; Ameriprise Financial Services, Inc., March 2003 to January 2010.
Where is Peter News based?
Peter News’ registered office is in Moorestown, NJ.
Is Peter News registered with FINRA?
No. Peter News has no current broker registration.
Is Peter News a CFP?
Quaker Wealth Management lists Peter News with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Peter News’ record?
Search CRD 4585562 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter News’ full registration record.