William Roger Branch
Investment adviser representative at Northstar Fiduciary Partners, LLC
18 yearsExperience
1 stateRegistered in
$1.3BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Northstar Fiduciary Partners, LLCJun 2023 to now
- Millennium Investment and Retirement Advisors, LLCDec 2008 to Jun 2023
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NC).
Northstar Fiduciary Partners, LLC
$1.3BAssets managed
185Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5072777
- Firm CRD
- 284994