Linda Ray is a registered investment advisor at The Northstar Group, INC., based in New York, NY, with 45 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 251 clients with $870M 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% |
Fees may be negotiable in some 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
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