Linda
Ray
The Northstar Group, Inc
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About this Advisor
Linda Ray is a financial advisor based in New York, New York, working with The Northstar Group, Inc. Linda has previously held positions at The Northstar Group and Osaic Wealth, Inc. Linda has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Linda 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
Services Offered
Fee Structure
Office Location
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The Northstar Group, Inc Brokerage Details
$718,210,417
5
602
$1,193,041
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Linda Ray Work History
Osaic Wealth, Inc
The Northstar Group
Disclosures
Please visit the SEC profile of Linda Ray 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
New York, NY
New York, NY
New York, NY
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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