Linda Ray is a registered investment advisor at The Northstar Group, INC., based in New York, NY, with 46 years of industry experience. Linda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 258 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Upper limit of asset-based fees is 1.25%. Fees are negotiable in most circumstances.
Fee Estimator
Location
405 Lexington Ave, Suite 37A, New York, NY, 10174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Linda is the President of the Board of Directors for 108 Owners Corp, dedicating minimal time to organizing meetings and addressing shareholder issues. She also serves as Vice-President at The Northstar Group, a registered investment advisor, spending nearly full-time reviewing accounts, placing trades, and meeting with clients.
Employment History
Current Registrations
The Northstar Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Integrated Resources Equity CorporationBroker
Shearson Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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