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Rachel Nicole Decarolis

NORTHSTAR FINANCIAL PLANNING, LLC·WINDHAM, New Hampshire
Series 65Clean record10 years registeredNORTHSTAR FINANCIAL PLANNING, LLC
112 RANGE ROAD, WINDHAM, NH 03087CRD# 6482778Firm CRD# 117205

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Nicole Decarolis · WINDHAM, NH
Registration
CRD #6482778 · NORTHSTAR FINANCIAL PLANNING, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

NORTHSTAR FINANCIAL PLANNING, LLC
Dec 2017 – present
PERENNIAL ADVISORS GROUP, LLC
Aug 2015 – Nov 2017
WESTFORD, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 25, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHSTAR FINANCIAL PLANNING, LLC
CRD 117205 · SEC 801-113219
AUM
$229M
Regulatory assets under management
Employees
8
513 client accounts
Services offered by NORTHSTAR FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
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 FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Rachel Nicole Decarolis offer?
Rachel Nicole Decarolis specializes in Financial Planning, Investment Management. Contact their office in WINDHAM, New Hampshire for a consultation.
What are Rachel Nicole Decarolis's credentials?
Rachel Nicole Decarolis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Nicole Decarolis located?
Rachel Nicole Decarolis is based in WINDHAM, New Hampshire, working with NORTHSTAR FINANCIAL PLANNING, LLC. Their office serves clients in the WINDHAM metropolitan area and surrounding communities.
How does Rachel Nicole Decarolis charge for services?
Rachel Nicole Decarolis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTHSTAR FINANCIAL PLANNING, LLC?
NORTHSTAR FINANCIAL PLANNING, LLC has approximately 8 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSTAR FINANCIAL PLANNING, LLC

Julie Ellen Fortin
WINDHAM, NH
Alexa Faith Darbe
WINDHAM, NH
Robin Ann Young
WINDHAM, NH
Kristina George
WINDHAM, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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