Erin Donahue (CRD# 7532348) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in Morris Plains, NJ and has 1 year of experience in the finance industry. Erin Donahue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northstar Investment Advisory, LLC | Morris Plains, NJ | Nov 2019 - Current | 4 |
| Ziff Capital Partners | New York, NY | Sep 2016 - Oct 2019 | 3 |
| Ziff Brothers Investments | New York, NY | Aug 2010 - Aug 2016 | 6 |
- NJ
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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