Unclaimed Profile

Meagan Elizabeth Donahue

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut

Clean recordNORTHSTAR WEALTH PARTNERS LLC

29 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 5414367Firm CRD# 169409

Profile Verification

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

Identity

Meagan Elizabeth Donahue · WEST HARTFORD, CT

Registration

CRD #5414367 · NORTHSTAR WEALTH PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Meagan Elizabeth Donahue is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with NORTHSTAR WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

NORTHSTAR WEALTH PARTNERS LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at NORTHSTAR WEALTH PARTNERS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5414367

Firm CRD# 169409

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Meagan Elizabeth Donahue offer?

Meagan Elizabeth Donahue specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Meagan Elizabeth Donahue's credentials?

Meagan Elizabeth Donahue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Meagan Elizabeth Donahue located?

Meagan Elizabeth Donahue 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 Meagan Elizabeth Donahue charge for services?

Meagan Elizabeth Donahue'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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