Christy
Matzen
Northstar Investment Advisory LLC
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About this Advisor
Christy Matzen is a certified financial planner operating in West Hollywood, California, with a total of 1 year of industry experience. Matzen is on the advisory team at Northstar Investment Advisory LLC. Their career trajectory has included roles at Valmark Securities, Inc, The Capital Chart Room, LTD, The Ayco Company, L.P./Mercer Allied, Goldman Sachs & Co. LLC, Zoe Financial, Jp Morgan Chase and Northstar Investment Advisory LLC. Matzen maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in New York. Northstar Investment Advisory LLC is an advisory company that has its headquarters in West Hollywood, CA. The firm has offices in 21 locations and a total of 20 advisors. Northstar Investment Advisory LLC has a set of services, including financial planning services and educational seminars. Financial management fee schedules are based on which services the firm provides the client. However, fee types billed by Northstar Investment Advisory LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northstar Investment Advisory LLC Brokerage Details
20
Investment Advisory Services
- Financial planning services
- Educational seminars/workshops
Christy Matzen Work History
Christy has been registered as a financial advisor for 1 years.*
Northstar Investment Advisory LLC
Jp Morgan Chase
Goldman Sachs & Co. LLC
Zoe Financial
The Ayco Company, L.P./Mercer Allied
Valmark Securities, Inc
The Capital Chart Room, LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christy Matzen 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
Pittsburgh, PA
West Hollywood, CA
Fresno, CA
Brockport, NY
West Hollywood, CA
West Hollywood, CA
Littleton, CO
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
