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Tyler Westervelt Potts

NORTHSTAR WEALTH PARTNERS LLC·WEST HARTFORD, Connecticut
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433 SOUTH MAIN STREET, WEST HARTFORD, CT 06110CRD# 3241085Firm CRD# 169409
01

About

Tyler Westervelt Potts 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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3241085
Firm CRD# 169409
No disclosures on file
View on FINRA BrokerCheck →

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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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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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