Jeffrey
Dziegielewski

The Northstar Group, Inc

CRD#5796928
Investment Advisor
in New York, NY

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About this Advisor

Jeffrey Dziegielewski is a financial advisor based in New York, New York, working with The Northstar Group, Inc. Jeffrey has previously held positions at Monticello Consulting Group, The Northstar Group, Inc, and Royal Alliance. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Jeffrey is part of The Northstar Group, Inc, which operates out of New York, New York. The firm has 5 employees and manages assets totaling $718.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and pension consulting services. The fee structure at The Northstar Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

405 Lexington Avenue Suite 37A
New York, NY 10174

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The Northstar Group, Inc Brokerage Details

Total Assets Under Management

$718,210,417

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

602

NY Average: 3,892
Average Account Size

$1,193,041

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Jeffrey Dziegielewski Work History

2017 - Present (7 years)

The Northstar Group, Inc

2017 - Present (7 years)

Royal Alliance

2012 - 2017 (5 years)

Monticello Consulting Group

Disclosures

Please visit the SEC profile of Jeffrey Dziegielewski 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 The Northstar Group, Inc

Joshua Garcia
New York, NY
Jeffrey Dziegielewski
New York, NY
Linda Ray
New York, NY
Henry Asher
New York, NY

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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