Unclaimed Profile

Theresa Vivian Donatelli

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut

SIE, Series 7, Series 63, Series 65Clean record27 years registeredNORTHSTAR WEALTH PARTNERS LLC

433 SOUTH MAIN STREET, WEST HARTFORD, CT 06110CRD# 2358876Firm CRD# 169409

Profile Verification

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

Identity

Theresa Vivian Donatelli · WEST HARTFORD, CT

Registration

CRD #2358876 · 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 – Jan 2021

Old Saybrook, CT

LPL FINANCIAL LLC

Aug 2013 – Sep 2016

OLD SAYBROOK, CT

ESSEX FINANCIAL SERVICES, INC.

Nov 2003 – Aug 2013

ESSEX, CT

RAYMOND JAMES FINANCIAL SERVICES

Feb 1999 – Nov 2003

ESSEX, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 4, 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

Speak with Theresa

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Theresa is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEST HARTFORD?

Browse all registered financial advisors in WEST HARTFORD, Connecticut or claim this profile if it's yours.

Browse WEST HARTFORD Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →