Northstar Wealth Partners LLC

Northstar Wealth Partners LLC (CRD# 169409) is a financial advisory firm headquartered in West Hartford, CT. They manage $838,116,329 in 2,336 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    838
    MILLION
  • Total Number of Accounts
    2,336
    ACCOUNTS
  • Average Account Value
    $358,783
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, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT

Financial Advisors at Northstar Wealth Partners LLC
Showing 1 - 10 of 15 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 22 years of experience in the finance industry.

2
James W. Warner
CRD#: 1169615
One Enterprise Drive, Suite 105, Shelton, CT 06484
96
Wealthminder
score

James Warner (CRD# 1169615) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in Shelton, CT and has over 22 years of experience in the finance industry. James Warner 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.

3
James A. Warner
CRD#: 5991972
One Enterprise Drive, Suite 105, Shelton, CT 06484
96
Wealthminder
score

James Warner (CRD# 5991972) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in Shelton, CT and has over 6 years of experience in the finance industry. James Warner 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.

4
James E. Curran
CRD#: 3197337
433 South Main Street, Suite 322, West Hartford, CT 06110
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 17 years of experience in the finance industry.

5
Theresa V. Donatelli
CRD#: 2358876
433 South Main Street, Suite 322, West Hartford, CT 06110
93
Wealthminder
score

Theresa Donatelli (CRD# 2358876) is an Investment Advisor Representative working at Northstar Wealth Partners LLC in West Hartford, CT and has over 22 years of experience in the finance industry.

6
Robert A. Laraia
CRD#: 2000925
433 South Main Street, Suite 322, West Hartford, CT 06110
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 23 years of experience in the finance industry.

7
Amy A. Lawler
CRD#: 3104946
433 South Main Street, Suite 322, West Hartford, CT 06110
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 19 years of experience in the finance industry.

8
Tracy A. Mackinstry
CRD#: 2079273
433 South Main Street, Suite 322, West Hartford, CT 06110
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 21 years of experience in the finance industry.

9
Joseph A. McAraw
CRD#: 2275117
433 South Main Street, Suite 322, West Hartford, CT 06110
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 20 years of experience in the finance industry.

10
Marc A. Sack
CRD#: 2844184
433 South Main Street, Suite 322, West Hartford, CT 06110
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 13 years of experience in the finance industry.

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