Areas of Practice
Retirement PlanningFinancial Planning & Coaching
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
17,809 clients
Average Client Portfolio
Not specified

Fee Structure

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Location

Morris Plains, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northstar Investment Advisory LLC
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.