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Theresa Vivian Donatelli

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut
Unclaimed Profile
433 SOUTH MAIN STREET, WEST HARTFORD, CT 06110CRD# 2358876Firm CRD# 169409
01

About

Theresa Vivian Donatelli 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTHSTAR WEALTH PARTNERS LLC
NORTHSTAR WEALTH PARTNERS LLC
AUM
$1.0B
Regulatory assets under management
Employees
21
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2358876
Firm CRD# 169409
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theresa Vivian Donatelli offer?
Theresa Vivian Donatelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.
What are Theresa Vivian Donatelli's credentials?
Theresa Vivian Donatelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theresa Vivian Donatelli located?
Theresa Vivian Donatelli 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 Theresa Vivian Donatelli charge for services?
Theresa Vivian Donatelli'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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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