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Christopher Matthew Griest

NORTHSTAR ASSET MANAGEMENT LLC·HACKETTSTOWN, New Jersey
SIE, Series 7, Series 66Clean record11 years registeredNORTHSTAR ASSET MANAGEMENT LLC
1605 ROUTE 517, HACKETTSTOWN, NJ 07840CRD# 6094720Firm CRD# 129112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Matthew Griest · HACKETTSTOWN, NJ
Registration
CRD #6094720 · NORTHSTAR ASSET MANAGEMENT LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

Jun 2020present
PURSHE KAPLAN STERLING INVESTMENTS
Oct 2018present
Oct 2018Jul 2020
WILMINGTON, DE
Aug 2015Oct 2018
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 5, 2015
Years registered · 11
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
Introduction

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05

Frequently Asked Questions

What services does Christopher Matthew Griest offer?
Christopher Matthew Griest specializes in Financial Planning, Investment Management. Contact their office in HACKETTSTOWN, New Jersey for a consultation.
What are Christopher Matthew Griest's credentials?
Christopher Matthew Griest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Matthew Griest located?
Christopher Matthew Griest 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 Christopher Matthew Griest charge for services?
Christopher Matthew Griest'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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