Unclaimed Profile

Brandon John Marinelli

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPClean record21 years registeredNORTHSTAR WEALTH PARTNERS LLC

29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 4417288Firm CRD# 169409

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brandon John Marinelli · WEST HARTFORD, CT

Registration

CRD #4417288 · NORTHSTAR WEALTH PARTNERS LLC · 21 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jan 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2021 – Jan 2024

West Hartford, CT

RAYMOND JAMES & ASSOCIATES, INC.

May 2016 – Sep 2021

West Hartford, CT

NORTHSTAR WEALTH PARTNERS LLC

Jan 2014 – May 2016

WEST HARTFORD, CT

LPL FINANCIAL LLC

Jan 2012 – Apr 2016

WEST HARTFORD, CT

STRATOS WEALTH PARTNERS, LTD

Sep 2010 – Dec 2011

WEST HARTFORD, CT

LPL FINANCIAL CORPORATION

Oct 2008 – Dec 2010

WEST HARTFORD, CT

LINCOLN FINANCIAL ADVISORS CORPORATION

Mar 2005 – Nov 2008

NEWINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 11, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHSTAR WEALTH PARTNERS LLC

CRD 169409 · SEC 801-88184

AUM

$1.0B

Regulatory assets under management

Employees

4,751 client accounts

Services offered by NORTHSTAR WEALTH PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NORTHSTAR WEALTH PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Brandon John Marinelli offer?

Brandon John Marinelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Brandon John Marinelli's credentials?

Brandon John Marinelli holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brandon John Marinelli located?

Brandon John Marinelli is based in WEST HARTFORD, Connecticut, working with NORTHSTAR WEALTH PARTNERS LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Brandon John Marinelli charge for services?

Brandon John Marinelli's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHSTAR WEALTH PARTNERS LLC?

NORTHSTAR WEALTH PARTNERS LLC has approximately 21 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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