Tuyet Nhi lam Nguyen
Investment adviser representative at Northstar Asset Management, Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$805.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Northstar Asset Management, Inc.Nov 2020 to now
- River and Mercantile Solutions USOct 2017 to Oct 2020
- John Hancock Financial ServicesJan 2014 to Sep 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Northstar Asset Management, Inc
$805.9MAssets managed
194Clients
7Advisers
35 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
- 5630447
- Firm CRD
- 107138