Erin
Donahue

Northstar Investment Advisory LLC

CRD#7532348
Investment Advisor
in Morris Plains, NJ

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About this Advisor

Erin Donahue is a financial advisor based in Morris Plains, New Jersey, working with Northstar Investment Advisory LLC. Erin has previously held positions at Ziff Brothers Investments, Ziff Capital Partners, and Northstar Investment Advisory, LLC. Erin is registered to provide services in New Jersey. Currently, Erin is part of Northstar Investment Advisory LLC, which operates out of Morris Plains, New Jersey. The firm has 11 offices and 12 employees. The services offered by the firm include financial planning services and educational seminars. The fee structure at Northstar Investment Advisory LLC includes fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Educational seminars/workshops

Fee Structure

Fixed Fees

Office Location

Morris Plains, NJ

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Northstar Investment Advisory LLC Brokerage Details

Total Number of Employees

12

NJ Average: 43

Investment Advisory Services

  • Financial planning services
  • Educational seminars/workshops

Erin Donahue Work History

2019 - Present (5 years)

Northstar Investment Advisory, LLC

2016 - 2019 (3 years)

Ziff Capital Partners

2010 - 2016 (6 years)

Ziff Brothers Investments

Disclosures

Please visit the SEC profile of Erin Donahue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northstar Investment Advisory LLC

James Murphy
Provo, UT
John Smith
West Hollywood, CA
Kirk Porter
Scottsdale, AZ
Christopher Pimpo
Peoria, AZ
Cody Winter
Sodus Point, NY
Diana Freeburg
San Francisco, CA
Christy Matzen
West Hollywood, CA
Jaisy Prem
Fresno, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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