Unclaimed Profile

Joseph Addison Mcaraw

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 66Clean record27 years registeredNORTHSTAR WEALTH PARTNERS LLC

433 SOUTH MAIN STREET, WEST HARTFORD, CT 06110CRD# 2275117Firm CRD# 169409

Profile Verification

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

Identity

Joseph Addison Mcaraw · WEST HARTFORD, CT

Registration

CRD #2275117 · NORTHSTAR WEALTH PARTNERS LLC · 27 years registered

Brand Profile

Not yet started

Career History

PRINCIPLE WEALTH

Dec 2020 – present

NORTHSTAR WEALTH PARTNERS LLC

Jun 2014 – Feb 2021

Old Saybrook, CT

LPL FINANCIAL LLC

Jul 2013 – Jan 2016

OLD SAYBROOK, CT

ESSEX FINANCIAL SERVICES, INC.

Nov 2003 – Aug 2013

ESSEX, CT

RAYMOND JAMES FINANCIAL SERVICES

Jan 1999 – Nov 2003

ESSEX, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 26, 1999

Years registered · 27

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 Joseph Addison Mcaraw offer?

Joseph Addison Mcaraw specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Joseph Addison Mcaraw's credentials?

Joseph Addison Mcaraw is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Addison Mcaraw located?

Joseph Addison Mcaraw 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 Joseph Addison Mcaraw charge for services?

Joseph Addison Mcaraw'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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