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NORTHSTAR INVESTMENT ADVISORY LLC

WEST HOLLYWOOD, CA · CRD 315965 · IAPD ↗ · 708-306-9566

$0Regulatory AUM
9Advisory reps
10Employees
0Clients
More than 500Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — NORTHSTAR INVESTMENT ADVISORY LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — NORTHSTAR INVESTMENT ADVISORY LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2026 — NORTHSTAR INVESTMENT ADVISORY LLC shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2025 — NORTHSTAR INVESTMENT ADVISORY LLC notice-filed in AR, DE, KY, MS, RI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — NORTHSTAR INVESTMENT ADVISORY LLC shrank from 20 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.