Unclaimed Profile

Tyler Westervelt Potts

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut

SIE, Series 6, Series 7, Series 63, Series 6625 years registeredNORTHSTAR WEALTH PARTNERS LLC

433 SOUTH MAIN STREET, WEST HARTFORD, CT 06110CRD# 3241085Firm CRD# 169409

Profile Verification

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

Identity

Tyler Westervelt Potts · WEST HARTFORD, CT

Registration

CRD #3241085 · NORTHSTAR WEALTH PARTNERS LLC · 25 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Apr 2021 – present

CONNECTICUT WEALTH MANAGEMENT, LLC

Sep 2020 – May 2021

FARMINGTON, CT

NORTHSTAR WEALTH PARTNERS LLC

Jun 2014 – Aug 2020

WEST HARTFORD, CT

LPL FINANCIAL LLC

Jul 2013 – Sep 2016

OLD SAYBROOK, CT

ESSEX FINANCIAL SERVICES, INC.

Jun 2004 – Aug 2013

ESSEX, CT

STRATEGIC ADVISERS, INC.

Apr 2001 – Jul 2004

WEST HARTFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 4, 2001

Years registered · 25

Disclosure History

2009Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Tyler Westervelt Potts offer?

Tyler Westervelt Potts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Tyler Westervelt Potts's credentials?

Tyler Westervelt Potts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tyler Westervelt Potts located?

Tyler Westervelt Potts 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 Tyler Westervelt Potts charge for services?

Tyler Westervelt Potts'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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