Unclaimed Profile

Emanuel Andrew Romero

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut

SIE, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 65, Series 99TOClean record16 years registeredNORTHSTAR WEALTH PARTNERS LLC

29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 2887156Firm CRD# 169409

Profile Verification

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

Identity

Emanuel Andrew Romero · WEST HARTFORD, CT

Registration

CRD #2887156 · NORTHSTAR WEALTH PARTNERS LLC · 16 years registered

Brand Profile

Not yet started

Career History

VISION FINANCIAL MARKETS LLC

Jan 2020 – present

VISION INVESTMENT ADVISORS, LLC

Jan 2020 – present

ESSEX FINANCIAL SERVICES, INC.

May 2016 – Jul 2019

ESSEX, CT

INVESTMENT ADVISORS

May 2014 – Mar 2016

MIDDLETOWN, CT

NORTHSTAR WEALTH PARTNERS LLC

Apr 2014 – Apr 2014

WEST HARTFORD, CT

LPL FINANCIAL LLC

Nov 2011 – Nov 2011

WEST HARTFORD, CT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 2009 – Feb 2010

MIDDLETOWN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · December 10, 2009

Years registered · 16

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 Emanuel Andrew Romero offer?

Emanuel Andrew Romero specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Emanuel Andrew Romero's credentials?

Emanuel Andrew Romero is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emanuel Andrew Romero located?

Emanuel Andrew Romero 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 Emanuel Andrew Romero charge for services?

Emanuel Andrew Romero'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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