Northstar Wealth Partners LLC

Northstar Wealth Partners LLC (CRD# 169409) is a financial advisory firm headquartered in West Hartford, CT. They manage $713,153,111 in 1,859 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    713
    MILLION
  • Total Number of Accounts
    1,859
    ACCOUNTS
  • Average Account Value
    $383,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, LA, MA, ME, NH, NJ, NY, PA, RI, TX, VA

Financial Advisors at Northstar Wealth Partners LLC
Showing 1 - 10 of 12 top financial advisors.
1
Michael I. Sheldon
CRD#: 421164
29 South Main Street, Suite B8, West Hartford, CT 06107
96
Wealthminder
score

Michael Sheldon (CRD# 421164) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 21 years of experience in the finance industry.

2
James E. Curran
CRD#: 3197337
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

James Curran (CRD# 3197337) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 15 years of experience in the finance industry.

3
Matthew W. Fortney
CRD#: 3150618
One Enterprise Drive, Suite 105, Shelton, CT 06484
93
Wealthminder
score

Matthew Fortney (CRD# 3150618) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in Shelton, CT and has over 15 years of experience in the finance industry.

4
Lewis C. Green
CRD#: 1035556
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

Lewis Green (CRD# 1035556) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 32 years of experience in the finance industry.

5
Robert A. Laraia
CRD#: 2000925
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

Robert Laraia (CRD# 2000925) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 21 years of experience in the finance industry.

6
Amy A. Lawler
CRD#: 3104946
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

Amy Lawler (CRD# 3104946) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 18 years of experience in the finance industry.

7
Tracy A. Mackinstry
CRD#: 2079273
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

Tracy Mackinstry (CRD# 2079273) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 20 years of experience in the finance industry.

8
Joseph A. McAraw
CRD#: 2275117
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

Joseph McAraw (CRD# 2275117) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 19 years of experience in the finance industry.

9
Marc A. Sack
CRD#: 2844184
29 South Main Street, Suite B8, West Hartford, CT 06107
93
Wealthminder
score

Marc Sack (CRD# 2844184) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 11 years of experience in the finance industry.

10
Leonel Calderon
CRD#: 4297134
One Enterprise Drive, Suite 105, Shelton, CT 06484
83
Wealthminder
score

Leonel Calderon (CRD# 4297134) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in Shelton, CT and has over 15 years of experience in the finance industry.

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