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Andrew Jameson Peters

NORTHSTAR ASSET MANAGEMENT LLC·HACKETTSTOWN, New Jersey
SIE, Series 7, Series 66Clean record12 years registeredNORTHSTAR ASSET MANAGEMENT LLC
1605 ROUTE 517, HACKETTSTOWN, NJ 07840CRD# 5548991Firm CRD# 129112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Jameson Peters · HACKETTSTOWN, NJ
Registration
CRD #5548991 · NORTHSTAR ASSET MANAGEMENT LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

OAKBOURNE ADVISORS
Oct 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 22, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTHSTAR ASSET MANAGEMENT LLC
CRD 129112 · SEC 801-121388
AUM
$196M
Regulatory assets under management
Employees
9
971 client accounts
Services offered by NORTHSTAR ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTHSTAR ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Andrew Jameson Peters offer?
Andrew Jameson Peters specializes in Financial Planning, Investment Management. Contact their office in HACKETTSTOWN, New Jersey for a consultation.
What are Andrew Jameson Peters's credentials?
Andrew Jameson Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Jameson Peters located?
Andrew Jameson Peters is based in HACKETTSTOWN, New Jersey, working with NORTHSTAR ASSET MANAGEMENT LLC. Their office serves clients in the HACKETTSTOWN metropolitan area and surrounding communities.
How does Andrew Jameson Peters charge for services?
Andrew Jameson Peters'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 ASSET MANAGEMENT LLC?
NORTHSTAR ASSET MANAGEMENT LLC has approximately 9 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTHSTAR ASSET MANAGEMENT LLC

Christopher Tyler Diederich
HACKETTSTOWN, NJ
Christopher Matthew Griest
HACKETTSTOWN, NJ
John Keith Paoloni
HACKETTSTOWN, NJ

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