This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ROFFMAN MILLER ASSOCIATES INC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Dec 1, 2009

First registration

Sep 27, 2013

Dual registered

no

Other names

PETER GAERTNER|PETER FRIEDRICH GAERTNER

IAPD individual key

5715758

• Occurred

  Jan 25, 2024
  Advisor changed firm

  Peter F Gaertner left Bryn Mawr Trust Advisors, Llc for Roffman Miller Associates Inc (registered 2024-02-07)

  Form ADVobserved 6 days ago
• Occurred

  Oct 4, 2023
  Advisor changed firm

  Peter F Gaertner left Affinity Wealth Management Llc for Bryn Mawr Trust Advisors, Llc (registered 2024-01-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a009c5eb-ed20-11e6-3817-455708d9527a

First observed

Sep 27, 2013

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.